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DIMENSIONS WEALTH MANAGEMENT, LLC
CRD 298928 · SEC 801-123725
915 HIGHLAND POINT DRIVE, STE. 250, ROSEVILLE, CA, 95678, United States
Phone
(916) 330 - 4108
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.1M
Discretionary AUM
$120.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $13.9M |
| High net worth individuals | 71 | $138.2M |
States served
CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD