Dimensions Wealth Management, LLC
Dimensions Wealth Management, LLC (CRD# 298928) is a financial advisory firm headquartered in Roseville, CA. They manage $121,601,944 in 350 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Dimensions Wealth Management, LLC
By the Numbers
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Total Assets Under Management122MILLION
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Total Number of Accounts350ACCOUNTS
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Average Account Value$347,434
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Dimensions Wealth Management, LLC
1
Christopher Carolan (CRD# 4402629) is an Investment Advisor Representative working at Dimensions Wealth Management, LLC in Roseville, CA and has over 22 years of experience in the finance industry.
2
Kali Grant (CRD# 4801059) is an Investment Advisor Representative working at Dimensions Wealth Management, LLC in Roseville, CA and has over 19 years of experience in the finance industry.
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