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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALSTON, RICHARD, LANCE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALSTON, RICHARD, LANCE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALSTON, RICHARD, LANCE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALSTON, RICHARD, LANCE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALSTON, RICHARD, LANCE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALSTON, RICHARD, LANCE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| FINNEY-JOHNSON, TIFFANY, NICOLE | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| FINNEY-JOHNSON, TIFFANY, NICOLE | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| FINNEY-JOHNSON, TIFFANY, NICOLE | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| FINNEY-JOHNSON, TIFFANY, NICOLE | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| FINNEY-JOHNSON, TIFFANY, NICOLE | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| FINNEY-JOHNSON, TIFFANY, NICOLE | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (2)
NH TX
Address
550 S. WATTERS ROADSUITE 242
ALLEN, TX 75013
United States
Phone: 972-972-8565