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DIMENSIONS WEALTH MANAGEMENT, LLC

ROSEVILLE, CA · CRD 298928 · IAPD ↗ · dimensionswm.com · (916) 330 - 4108

$152.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — DIMENSIONS WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2025 — DIMENSIONS WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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