Home
›
Firms
›
DIMENSIONS WEALTH MANAGEMENT, LLC
DIMENSIONS WEALTH MANAGEMENT, LLC
ROSEVILLE, California
·
2 registered advisors
·
CRD# 298928
SEC# 801-123725
0
(916) 330 - 4108
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at DIMENSIONS WEALTH MANAGEMENT, LLC
2 registered advisors
Christopher Brian Carolan
ROSEVILLE, California
CRD# 4402629
Kali Alyse Grant
ROSEVILLE, California
CRD# 4801059
05
Office Locations
ROSEVILLE, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. DIMENSIONS WEALTH MANAGEMENT, LLC (CRD# 298928) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.