New Dimensions Wealth Management, L.L.C.
● SEC registered since 2023CRD 152136SEC# 801-128238Allen, TX
Reg. AUM
$181.5M
Employees
3
Accounts
508
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 $181.5 million in regulatory assets under management and employs 3 people.
New Dimensions Wealth Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Lance Alston Control | President And Chief Compliance Officer | 50-75% | 2009 |
| Tiffany Nicole Finney-Johnson Control | Director Of Financial Planning | 25-50% | 2013 |
Frequently asked questions
How much does New Dimensions Wealth Management, L.L.C. manage?
New Dimensions Wealth Management, L.L.C. reports $181.5 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
| Address | 550 S. Watters Road, Suite 242, Allen, TX 75013 |
| Phone | 972-972-8565 |
| Fax | 214-540-5165 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$181.5Mregulatory AUM
Discretionary $181.5M