$152.1M Total AUM
$120.7M Disc. AUM
16.5% 3Y CAGR
2 Employees
122 ADV. Clients
7 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2018
- Office Locations
- 1
Office Locations
915 Highland Pointe Drive, Ste. 250 Roseville CA
About Dimensions Wealth Management, LLC
Dimensions Wealth Management, LLC provides personalized financial planning and wealth management for business owners, entrepreneurs, and retirees. The practice focuses on goal-based advice and portfolio construction with an emphasis on risk management, asset allocation, and diversified vehicles such as ETFs and mutual funds. Operates through the Raymond James platform and its resources.
Team overview
-- AVG AGE
$152.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Signal capital Alpha Momentum pathway Peak Summit harbor Element Catalyst
Client Personas
Delta Ridge North oak
Custodian
Harbor Foundation Horizon
Investment Themes
Value peak Optima Vital Summit momentum
Investment Vehicles
Glacier vital Prime summit
Services
Legacy Zenith wave Capital Vertex Beacon Delta Meridian Vital Momentum Vertex ridge Zenith Timber Pathway peak
Owner & Executives
C
CHRISTOPHER BRIAN CAROLAN
Managing Member
- CRD
- #4402629
- Ownership
- 75% or more
(344) 287-3855
north.zenith@timbercapital.com
in linkedin.com/in/foundation-quantum
K
KALI ALYSE GRANT
Chief Compliance Officer
- CRD
- #4801059
- Ownership
- Less than 5%
(425) 640-9627
vector.unison@momentumcapital.com
in linkedin.com/in/pathway-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,684,409 | $566,593 |
| Non-Discretionary | $31,403,938 | $193,851 |
| Total | $152,088,347 | $405,569 |
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Separately Managed Accounts
Total SMA Asset: $152,088,347
Public Funds:
11.5% Cash:
8.2% Equity - Exchange:
20.6% Corporate - Investment Grade:
9.1% Equity - OTC:
12.4% Municipal Bonds:
19.9% Other:
13.4% U.S. Government/Agency:
4.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $961,286,175 | 11.5% |
| Cash | $685,438,838 | 8.2% |
| Equity - Exchange | $1,721,956,105 | 20.6% |
| Corporate - Investment Grade | $760,669,930 | 9.1% |
| Equity - OTC | $1,036,517,267 | 12.4% |
| Municipal Bonds | $1,663,443,034 | 19.9% |
| Other | $1,120,107,369 | 13.4% |
| U.S. Government/Agency | $409,591,501 | 4.9% |
| Total | $8,359,010,219 | 100.0% |