# Wealth Dimensions Family Office

Wealth Dimensions Family Office is a Multi Family Office based in Cincinnati, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** 7870 East Kemper Road, Suite 210, Cincinnati, OH 45249, United States
- **Founded:** 1990
- **Assets under management:** 626 (Altss estimate)
- **Website:** wealthdimensions.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-dimensions-group-ltd

## Regulatory record

- **CRD number:** 266787
- **SEC file number:** 801-100393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/266787

## About

Thomas A. Curti and Douglas P. Loftus established the firm more than 40 years ago. It began as an independent advisory practice and evolved into a multi-family office serving several client families. The firm allocates across private equity, hedge funds, and real estate. It also maintains exposure to cryptocurrency vehicles such as the Fidelity Wise Origin Bitcoin Fund. Allocations occur through fund commitments and select direct positions. Activity remains concentrated in North America. The firm lists 18 professionals on its site. It maintains no disclosed additional offices. Philanthropic vehicles connected to clients include the Cincinnati Parks Foundation, Habitat for Humanity of Greater Cincinnati and Ronald McDonald House Charities of Greater Cincinnati. No operational events from the last 24 months appear in public records. The firm operates without a single-family mandate. Governance and investment decisions rest with the named principals rather than external committees or parent entities.

## Sectors

- Private Equity
- Hedge Funds
- Real Estate
- Philanthropic / Mission-Related Investing

## People

- Thomas A. Curti — Co-founder and Managing Member
- Douglas P. Loftus — Co-founder and Managing Member
- Daniel D. Vogelpohl — Principal and Financial Advisor
- Eric M. Loftus — Partner and Financial Advisor

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wealth-dimensions-family-office

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