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NEW Dimensions Wealth Management, L.l.c.

NEW Dimensions Wealth Management, L.l.c.. CRD 152136

NEW Dimensions Wealth Management, L.l.c. logo

CRD: 152136

NEW Dimensions Wealth Management, L.l.c.

Allen, TX, 75013
9729728565
ndwealth.com
$181.5M Total AUM
$181.5M Disc. AUM
-- 3Y CAGR
3 Employees
117 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Legacy fusion
Established Date
01-08-2010
Office Locations
1

Office Locations

550 S. Watters Road Suite 242 Allen TX

About NEW Dimensions Wealth Management, L.l.c.

New Dimensions Wealth Management is a North Texas RIA serving families with financial planning and ongoing wealth management across retirement, investments, risk, tax, and real estate decisions. Portfolios commonly use mutual funds/ETFs and Dimensional Fund Advisors strategies, with custody at Schwab. The firm publishes market insights and offers its “Wealthfulness” guide.

Team overview

-- AVG AGE
$90.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Bridge timber Value

Custodian

Prime legacy Prime legacy Unison

Fund Managers

Legacy optima

Investment Themes

Peak Focus

Investment Vehicles

Value optima

Platform

Pathway

Services

Glacier Fusion meridian Pioneer eagle Capital Unison Capital fusion Foundation Crest catalyst

Technology

Meridian

Owner & Executives

R

RICHARD LANCE ALSTON

Chief Compliance Officer, director, President

CRD
#3070449
Ownership
50% but less than 75%
(933) 399-9859
beacon.timber@legacycapital.com
in linkedin.com/in/unison-ember
TIFFANY NICOLE FINNEY-JOHNSON

TIFFANY NICOLE FINNEY-JOHNSON

DIRECTOR OF FINANCIAL PLANNING, Financial Advisor, General Partner

CRD
#5602864
Ownership
25% but less than 50%
(344) 842-4711
focus.signal@quantumcapital.com
in linkedin.com/in/north-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-27-2023
04-15-2024
04-29-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $181,519,366 $357,322
Non-Discretionary $0 --
Total $181,519,366 $357,322

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Separately Managed Accounts

Total SMA Asset: $181,519,366

$181.5M Total SMA
Public Funds:
25.0%
Cash:
32.1%
Equity - Exchange:
42.9%
Asset class Assets Assets %
Public Funds $1,738,753,664 25.0%
Cash $2,232,559,704 32.1%
Equity - Exchange $2,983,701,287 42.9%
Total $6,955,014,655 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
LEGACY GLACIER OPTIMA GLACIER QUANTUM S41R5IZU5 WQTET 1.12% $111,528,069
VALUE EAGLE SIGNAL LEGACY FOCUS UGLBP14VJ ROJEW 5.98% $17,706,365
OAK ELEMENT DELTA ALPHA NXHE0RC71 FMJ 4.55% $91,192,630
TIMBER MERIDIAN DELTA ATLAS IMETDB0Q6 WITD 7.16% $29,139,934
ATLAS ALPHA ZENITH MOMENTUM FVLI1GDUV VPHSJ 2.84% $90,978,965
EAGLE UNISON TIMBER UNISON Z9LS4JHUC IZC 12.51% $50,637,815
ATLAS QUANTUM HORIZON ELEMENT QUANTUM V8ZBTQ30O XBTDN 6.18% $20,970,915
VERTEX SUMMIT MATRIX FOUNDATION IO8Y4VRU5 FBS 1.95% $89,213,490

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