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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 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 |
|---|---|---|---|---|
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, KALI, ALYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, B | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
| CAROLAN, CHRISTOPHER, BRIAN | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
915 HIGHLAND POINT DRIVE, STE. 250ROSEVILLE, CA 95678
United States
Phone: (916) 330 - 4108