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).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dimensions Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher B. Carolan
CRD#: 4402629
915 Highland Pointe Drive, Ste. 250, Roseville, CA 95678

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 A. Grant
CRD#: 4801059
915 Highland Pointe Drive, Ste. 250, Roseville, CA 95678

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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