# New Dimensions Wealth Management, L.L.C. > New Dimensions Wealth Management, L.L.C. is an SEC-registered investment advisory firm in Allen, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026. - CRD: 152136 - Filed as: NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Allen, TX - Filing period: October 2026 - Form ADV filing dated: March 31, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152136 - AdvisorCensus page: https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136 ## Quick answers **How is New Dimensions Wealth Management, L.L.C. compensated?** On its Form ADV (Item 5.E, October 2026), New Dimensions Wealth Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **How much does New Dimensions Wealth Management, L.L.C. charge?** Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $500,000: 0.8% a year; $500,001 to $1,000,000: 0.6% a year; $1,000,001 to $1,500,000: 0.4% a year; Above $1,500,001: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is New Dimensions Wealth Management, L.L.C. located?** New Dimensions Wealth Management, L.L.C.'s principal office is in Allen, TX, according to its Form ADV. **Is New Dimensions Wealth Management, L.L.C. registered with the SEC or a state?** New Dimensions Wealth Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 152136. **How much does New Dimensions Wealth Management, L.L.C. manage?** New Dimensions Wealth Management, L.L.C. reports $181,519,366 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary). **How have New Dimensions Wealth Management, L.L.C.'s assets and staff changed since 2023?** In the Form ADV data for New Dimensions Wealth Management, L.L.C.: Regulatory assets under management: $114,546,107 in the October 2023 data and $181,519,366 in the October 2026 data, up 58%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does New Dimensions Wealth Management, L.L.C. serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (72); individuals (other than high net worth individuals) (39). **Which custodians does New Dimensions Wealth Management, L.L.C. use?** New Dimensions Wealth Management, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does New Dimensions Wealth Management, L.L.C. 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/152136 **What changed in New Dimensions Wealth Management, L.L.C.'s recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $153,605,017 to $181,519,366 (+18%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026) - Up to $500,000: 0.8% a year - $500,001 to $1,000,000: 0.6% a year - $1,000,001 to $1,500,000: 0.4% a year - Above $1,500,001: 0.3% a year > New Dimensions bases its investment advisory fees on the assets under management according to the following annual fee schedule: Tier 1 Assets up to $500,000 = 0.80% Tier 2 $500,001 to $1,000,000 = 0.60% Tier 3 $1,000,001 to $1,500,000 = 0.40% Tier 4 All assets above $1,500,000 = 0.30% As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., 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: $181,519,366 - Discretionary: $181,519,366 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 39 | $17,210,423 | | High net worth individuals | 72 | $164,308,943 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2023 (3 years) - Employees: 3 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: NH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - ndwealth.com - wealthfulness.com - Facebook @NEW-DIMENSIONS-WEALTH-MANAGEMENT-LLC-519787374792474 - Facebook @WEALTHFULNESS - LinkedIn @3634756 - X @NDWEALTH - X @WEALTHFULNESS ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2023 | $114,546,107 | 2 | July 27, 2023 | | October 2024 | $129,597,875 | 2 | April 15, 2024 | | October 2025 | $153,605,017 | 3 | April 29, 2025 | | October 2026 | $181,519,366 | 3 | March 31, 2026 | Regulatory assets under management: $114,546,107 in the October 2023 data and $181,519,366 in the October 2026 data, up 58%. Total employees: 2 in October 2023 and 3 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $153,605,017 to $181,519,366 (+18%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Dimensions Wealth Management, L.L.C. (CRD 152136): Form ADV filing data as of October 2026.