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| Happy Holidays!! thanks for using AUM13F!! |
| Dimensions Wealth Management LLC
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|---|---|
| CRD # | 298928 |
| SEC # | 801-123725 |
| CIK # | |
| AUM | $139.3 M (2025-02-28) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 916-330-4108 |
| Address | 915 Highland Point Drive, Ste 250 Roseville, CA 95678 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 13.9 |
| (b) Individuals (high net worth individuals) | 73 | 125.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 359 | 139.3 |
| By Discretionary | ||
| Discretionary | 209 | 106.8 |
| Non-Discretionary | 150 | 32.5 |
| Total | 359 | 139.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.3 | |
| Total | 359 | 139.3 |
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|---|---|---|
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|
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|
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|
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|
0.1 | |
|
White Sand Wealth Management LLC
✚
|
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