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NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

ALLEN, TX · CRD 152136 · IAPD ↗ · 972-972-8565

$181.5MRegulatory AUM
2Advisory reps
3Employees
6Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2025 — NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. now reports custody of client assets ($79.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2024 — NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.