DIMENSIONS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$152,088,347
Discretionary
$120,684,409
Non-discretionary
$31,403,938
Firm details
- CRD number
- 298928
- SEC file number
- 801-123725
- Main office
- ROSEVILLE, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://www.dimensionswm.com
- Fee structure
-
Percentage of AUM
As of November 2026.