PPrivate Fund Data Log in Join · $37/mo

New Dimensions Wealth Management, L.L.C.

● SEC registered since 2023CRD 152136SEC# 801-128238Allen, TX
Export (members)
Reg. AUM
$153.6M
Employees
3
Accounts
471
Location
Allen, TX

New Dimensions Wealth Management, L.L.C. assets under management

New Dimensions Wealth Management, L.L.C. is an SEC-registered investment adviser based in Allen, TX. The firm has been registered since 2023. It reports $153.6 million in regulatory assets under management and employs 3 people.
www.facebook.com/new-dimensions-wealth-management-llc-519787374792474View on SEC.gov ↗

New Dimensions Wealth Management, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Richard Lance Alston ControlPresident And Chief Compliance OfficerOver 75%2009
Tiffany Nicole Finney-Johnson ControlDirector Of Financial Planning10-25%2013

Frequently asked questions

How much does New Dimensions Wealth Management, L.L.C. manage?

New Dimensions Wealth Management, L.L.C. reports $153.6 million in regulatory assets under management on its Form ADV.

How many employees does New Dimensions Wealth Management, L.L.C. have?

New Dimensions Wealth Management, L.L.C. reports 3 employees.

Where is New Dimensions Wealth Management, L.L.C. located?

New Dimensions Wealth Management, L.L.C. is based in Allen, TX and has been SEC-registered since 2023.

Does New Dimensions Wealth Management, L.L.C. disclose fund performance?

New Dimensions Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address550 S. Watters Road, Suite 242, Allen, TX 75013
Phone972-972-8565
Fax214-540-5165
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153.6M
Non-discretionary$0
Total (RAUM)$153.6M