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
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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 20 years of experience in the finance industry.
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