New Dimensions Wealth Management, LLC

New Dimensions Wealth Management, LLC (CRD# 152136) is a financial advisory firm headquartered in Allen, TX. They manage $129,597,875 in 422 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $307,104
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, TX

Financial Advisors at New Dimensions Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard L. Alston
CRD#: 3070449
550 S. Watters Road, Suite 242, Allen, TX 75013

Richard Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 25 years of experience in the finance industry.

2
Tiffany N. Finney-Johnson
CRD#: 5602864
550 S. Watters Road, Suite 242, Allen, TX 75013

Tiffany Finney-Johnson (CRD# 5602864) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 17 years of experience in the finance industry.

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