Thomas M Cooney
Investment adviser representative at Wealth Dimensions Family Office, Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$716.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wealth Dimensions Family Office, Inc.Jul 2019 to now
- Wealth Dimensions Group, Ltd.Jul 2019 to now
- Mcm Cpas and Advisors LLPJan 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealth Dimensions Family Office, Inc
$716.3MAssets managed
18Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2183398
- Firm CRD
- 266787