# Dimensions Wealth Management, LLC

> Dimensions Wealth Management, LLC is an SEC-registered investment advisory firm in Roseville, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 298928
- Filed as: DIMENSIONS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298928
- AdvisorCensus page: https://advisorcensus.com/firm/dimensions-wealth-management-llc-roseville-ca-298928

## Quick answers

**How is Dimensions Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dimensions Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Dimensions Wealth Management, LLC located?**
Dimensions Wealth Management, LLC's principal office is in Roseville, CA, according to its Form ADV.

**Is Dimensions Wealth Management, LLC registered with the SEC or a state?**
Dimensions Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 298928.

**How much does Dimensions Wealth Management, LLC manage?**
Dimensions Wealth Management, LLC reports $152,088,347 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (79% discretionary).

**How have Dimensions Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Dimensions Wealth Management, LLC: Regulatory assets under management: $104,743,924 in the October 2022 data and $152,088,347 in the October 2026 data, up 45%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dimensions Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71); individuals (other than high net worth individuals) (51).

**Which custodians does Dimensions Wealth Management, LLC use?**
Dimensions Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dimensions Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298928

**What changed in Dimensions Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $152,088,347
- Discretionary: $120,684,409
- Non-discretionary: $31,403,938

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $13,886,096 |
| High net worth individuals | 71 | $138,202,251 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dimensionswm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $104,743,924 | 2 | March 16, 2022 |
| October 2023 | $98,639,501 | 2 | April 19, 2023 |
| October 2024 | $121,601,944 | 2 | April 11, 2024 |
| October 2025 | $139,279,096 | 2 | February 28, 2025 |
| October 2026 | $152,088,347 | 2 | March 13, 2026 |

Regulatory assets under management: $104,743,924 in the October 2022 data and $152,088,347 in the October 2026 data, up 45%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dimensions Wealth Management, LLC (CRD 298928): Form ADV filing data as of October 2026.