DIMENSIONS WEALTH MANAGEMENT, LLC

915 Highland Point Drive, Ste. 250
Roseville, California 95678
Tel: (916) 330 - 4108

About DIMENSIONS WEALTH MANAGEMENT, LLC

DIMENSIONS WEALTH MANAGEMENT, LLC, formally registered with the SEC as DIMENSIONS WEALTH MANAGEMENT, LLC. The firm was established in 04/19/2022. They have over 1 offices throughout the country.

DIMENSIONS WEALTH MANAGEMENT, LLC is a Roseville, California based Financial Planning firm with nearly $98,639,501 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298928
SEC#	801-123725
Assets Managed by Firm	$98,639,501
No. of Clients	327
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	327	$98,639,501
Individuals (other than high net worth individuals)	40	$12,107,127
High net worth individuals	59	$86,532,374

Inquire with DIMENSIONS WEALTH MANAGEMENT, LLC

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