Dimensions Wealth Management, LLC
● SEC registered since 2022CRD 298928SEC# 801-123725Roseville, CA
Reg. AUM
$152.1M
Employees
2
Accounts
375
Location
Roseville, CA
Dimensions Wealth Management, LLC assets under management
Dimensions Wealth Management, LLC is an SEC-registered investment adviser based in Roseville, CA. The firm has been registered since 2022. It reports $152.1 million in regulatory assets under management and employs 2 people.
Dimensions Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Brian Carolan Control | Managing Member | Over 75% | 2018 |
| Kali Alyse Grant Control | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Dimensions Wealth Management, LLC manage?
Dimensions Wealth Management, LLC reports $152.1 million in regulatory assets under management on its Form ADV.
How many employees does Dimensions Wealth Management, LLC have?
Dimensions Wealth Management, LLC reports 2 employees.
Where is Dimensions Wealth Management, LLC located?
Dimensions Wealth Management, LLC is based in Roseville, CA and has been SEC-registered since 2022.
Does Dimensions Wealth Management, LLC disclose fund performance?
Dimensions Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$152.1M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$152.1Mregulatory AUM
Discretionary $120.7MNon-discretionary $31.4M