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 $139,279,096 assets under management, offering retirement planning & investment advisory services to 359 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	$139,279,096
No. of Clients	359
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$139,279,096
Individuals (other than high net worth individuals)	51	$13,862,187
High net worth individuals	73	$125,416,909

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