NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
Firm details
- Headquarters
- ALLEN, Texas
- CRD number
- 152136
- Registered since
- June 29, 2023
- Website
- www.ndwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.52%
- Individuals9.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Dimensions Wealth Management, L.L.C. is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small business owners. Its compensation is a mix of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor, is not a multistate adviser, and is not structured as a capital allocator — its model is direct advisory rather than operating third‑party fund vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
2 of 2TIFFANY FINNEY-JOHNSON
Director of Financial PlanningCRD 5602864
RICHARD ALSTON
Financial AdvisorCRD 3070449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$117M in ETFs
2%
$2.3M
98%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $28.4M | 731,523 | 24.28% |
Location
ALLEN, TX
COLLIN
Location
ALLEN, TX
Headquartered in ALLEN, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 550 S Watters Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CADENCE FINANCIAL ADVISORS, LLC
RIAALLEN, TX
REVERE ASSET
RIAALLEN, TX
ACT WEALTH MANAGEMENT, LLC
RIAALLEN, TX
ASSETBUILDER, INC.
RIAALLEN, TX
MONUMENT RETIREMENT & WEALTH ADVISORY, LLC
RIAALLEN, TX
FIRST CHOICE FINANCIAL PLANNING LLC
RIAALLEN, TX