|
⚲
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| New Dimensions Wealth Management LLC
✚
| |
|---|---|
| CRD # | 152136 |
| SEC # | 801-128238 |
| CIK # | |
| AUM | $129.6 MM (2024-03-08) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 972-972-8565 |
| Address | 550 S Watters Road Allen, TX 75013 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 22.9 |
| (b) Individuals (high net worth individuals) | 47 | 106.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 129.6 |
| By Discretionary | ||
| Discretionary | 422 | 129.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 422 | 129.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.6 | |
| Total | 422 | 129.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
St Nicholas Private Asset Management Inc
✚
|
FL | 0.1 |
|
Treger & Associates LLC
✚
|
VA | 0.1 |
|
KEEN Capital LLC
✚
|
CO | 0.1 |
|
Kane Investment Management Inc
✚
|
CA | 0.1 |
|
Fjell Capital
✚
|
ND | 0.1 |
|
RS Asset Management LLC
✚
|
CO | 0.1 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.1 |
|
Mark Bell Advisory Services Inc
✚
|
IL | 0.1 |
|
Bird Rock Asset Management LP
✚
|
TX | 0.1 |
|
AMG Asset Management Group Inc
✚
|
GA | 0.1 |