DIMENSIONS WEALTH MANAGEMENT, LLC

Overview

Dimensions Wealth Management, LLC is an independent registered investment adviser focused on individual and family clients, using a percentage-of-assets fee model. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity centers on pooled public funds—primarily mutual funds—managed through separate account structures and model portfolios, with the firm maintaining discretionary control over the majority of assets. Dimensions is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. Although the firm is not a formal capital allocator, it works with third-party alternative managers and also sponsors or serves as general partner/managing member of pooled investment vehicles, indicating it can both access external alternative strategies and run proprietary pooled vehicles when appropriate. That mix suggests a core public-funds approach complemented by selective private-market and hedged exposures for clients who need them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices