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Home > Retirement Planners > california > roseville > DIMENSIONS WEALTH MANAGEMENT, LLC
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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