New Dimensions Wealth Management, L.l.c.
New Dimensions Wealth Management, L.l.c. is an SEC-registered wealth manager in Allen, TX with $181.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns New Dimensions Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152136, SEC 801-128238, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $181.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Allen, TX
- Employees
- 3
- Clients
- 111
- CRD
- 152136
- Ownership
- ALSTON, RICHARD, LANCE; FINNEY-JOHNSON, TIFFANY, NICOLE
How much AUM does New Dimensions Wealth Management, L.l.c. have?
New Dimensions Wealth Management, L.l.c. reported $181.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns New Dimensions Wealth Management, L.l.c.?
Disclosed owners and executives of New Dimensions Wealth Management, L.l.c. include ALSTON, RICHARD, LANCE, FINNEY-JOHNSON, TIFFANY, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.