| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Brian Carolan Control | Managing Member | Over 75% | 2018 |
| Kali Alyse Grant Control | Chief Compliance Officer | Under 5% | 2019 |
Dimensions Wealth Management, LLC reports $139.3 million in regulatory assets under management on its Form ADV.
Dimensions Wealth Management, LLC reports 2 employees.
Dimensions Wealth Management, LLC is based in Roseville, CA and has been SEC-registered since 2022.
Dimensions Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 915 Highland Point Drive, Ste. 250, Roseville, CA 95678 |
| Phone | (916) 330 - 4108 |
| Office hours | 7a.m. - 2p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $106.8M |
| Non-discretionary | $32.5M |
| Total (RAUM) | $139.3M |