DIMENSIONS WEALTH MANAGEMENT, LLC
CRD #298928 SEC #801-123725 ROSEVILLE, CA (916) 330 - 4108
SEC Registered
Total AUM
$139.3M
Discretionary
$106.8M
Employees
2
Clients
0
Accounts
359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $139.3M | $106.8M | $32.5M | 2 | 0 |
| Apr 2024 | $121.6M | $95.4M | $26.2M | 2 | 0 |
| Jan 2024 | $121.6M | $95.4M | $26.2M | 2 | 0 |
| Apr 2023 | $98.6M | $74.3M | $24.3M | 2 | 0 |
| Mar 2023 | $98.6M | $74.3M | $24.3M | 2 | 0 |
| Mar 2022 | $104.7M | $82.1M | $22.7M | 2 | 0 |
| Apr 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Apr 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Apr 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Mar 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Mar 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Feb 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Feb 2019 | $51.1M | $38M | $13.1M | 2 | 0 |
| Nov 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2018 | $0 | $0 | $0 | 1 | 0 |
| Oct 2018 | $0 | $0 | $0 | 1 | 0 |
| Oct 2018 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$139.3M
Discretionary$106.8M
Non-Disc.$32.5M
Employees2
Clients0
DateApr 2024
Total AUM$121.6M
Discretionary$95.4M
Non-Disc.$26.2M
Employees2
Clients0
DateJan 2024
Total AUM$121.6M
Discretionary$95.4M
Non-Disc.$26.2M
Employees2
Clients0
DateApr 2023
Total AUM$98.6M
Discretionary$74.3M
Non-Disc.$24.3M
Employees2
Clients0
DateMar 2023
Total AUM$98.6M
Discretionary$74.3M
Non-Disc.$24.3M
Employees2
Clients0
DateMar 2022
Total AUM$104.7M
Discretionary$82.1M
Non-Disc.$22.7M
Employees2
Clients0
DateApr 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateApr 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateApr 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateMar 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateMar 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateFeb 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateFeb 2019
Total AUM$51.1M
Discretionary$38M
Non-Disc.$13.1M
Employees2
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0