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NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
CRD 152136 · SEC 801-128238
550 S. WATTERS ROAD, SUITE 242, ALLEN, TX, 75013, United States
Phone
972-972-8565
Fax
214-540-5165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.5M
Discretionary AUM
$181.5M
Team
3 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $17.2M |
| High net worth individuals | 72 | $164.3M |
States served
TX, NH
All web addresses on file
Official SEC filing: View on IAPD