Overview
Assets Under Management: $139 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Frequently Asked Questions
DIMENSIONS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298928), DIMENSIONS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DIMENSIONS WEALTH MANAGEMENT, LLC is headquartered in ROSEVILLE, CA.
DIMENSIONS WEALTH MANAGEMENT, LLC serves 73 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, DIMENSIONS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DIMENSIONS WEALTH MANAGEMENT, LLC manages $139 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, DIMENSIONS WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 359
Discretionary Accounts: 209
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 298928
Last Filing Date: 2025-02-28 00:00:00
Website: https://dimensionswm.com