NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
CRD #152136 SEC #801-128238 ALLEN, TX 972-972-8565
SEC Registered
Total AUM
$153.6M
Discretionary
$153.6M
Employees
3
Clients
101
Accounts
471
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $153.6M | $153.6M | $0 | 3 | 8 |
| Mar 2025 | $153.6M | $153.6M | $0 | 3 | 8 |
| Apr 2024 | $129.6M | $129.6M | $0 | 2 | 11 |
| Mar 2024 | $129.6M | $129.6M | $0 | 2 | 11 |
| Jul 2023 | $114.5M | $114.5M | $0 | 2 | 6 |
| May 2023 | $114.5M | $114.5M | $0 | 2 | 6 |
DateApr 2025
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees3
Clients8
DateMar 2025
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees3
Clients8
DateApr 2024
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees2
Clients11
DateMar 2024
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees2
Clients11
DateJul 2023
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees2
Clients6
DateMay 2023
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees2
Clients6