# Dimensions Wealth Management

Dimensions Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298928
- **SEC file number:** 801-123725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298928

## About

Dimensions Wealth Management, LLC is an SEC-registered investment adviser in Roseville, CA, registered since 2022. The firm manages $152 million in assets, with $121 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Dimensions Wealth Management?

No named principals or investment professionals are publicly associated with the firm. Its leadership structure is not documented in public records as of 2026.

### How does Dimensions Wealth Management source proprietary deal flow?

Proprietary deal flow cannot be verified. The firm's sourcing model—whether through networks, direct outreach, or intermediaries—is not disclosed in public sources.

### What investment stages or sectors does Dimensions Wealth Management target?

No public information details preferred investment stages or sectors. The firm has not disclosed any specific asset class exposure or sector focus.

### Does Dimensions Wealth Management make direct investments or only fund commitments?

The firm's investment approach—direct deals versus fund allocations—is not documented. No public records describe its allocation strategy.

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Last updated: 2026-07-06T01:24:15.387Z

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