Dimensions Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Dimensions Wealth Management reports 122 clients. They include 71 high-net-worth individuals and 51 individual clients. Of its assets, 79.4% ($121M across 213 accounts) are managed with discretion; $31.4M across 162 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 9% |
| High-net-worth individuals | 58% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 51 | $13.9M | 9.1% | $272K |
| High-net-worth individuals | 71 | $138M | 90.9% | $1.95M |
| Total | 122 | $152M | 100% | $1.25M |
- Clients
- 51
- Regulatory AUM
- $13.9M
- AUM share
- 9.1%
- Avg. per client
- $272K
- Clients
- 71
- Regulatory AUM
- $138M
- AUM share
- 90.9%
- Avg. per client
- $1.95M
Total
- Clients
- 122
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- $1.25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Dimensions Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement plan consulting
- Retirement plan consulting fees are billed monthly or quarterly in advance and will not exceed 1.35% of plan assets.
Christopher Carolan owns 75% or more of Dimensions Wealth Management. The leadership team of Dimensions Wealth Management includes Chief Compliance Officer Kali Grant. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Dimensions Wealth Management, LLC
Christopher Carolan
Control person · since November 2018
Dimensions Wealth Management’s regulatory assets grew from $105M (March 2022) to $152M (March 2026); clients fell from 140 to 122 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $152M | 122 | 2 | 1 |
| Feb 2025February 2025 | $139M | 124 | 2 | 1 |
| Apr 2024April 2024 | $122M | 103 | 2 | 1 |
| Apr 2023April 2023 | $98.6M | 99 | 2 | 1 |
| Mar 2022March 2022 | $105M | 140 | 2 | 1 |
Besides its headquarters, Dimensions Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 915 Highland Point Drive, Ste. 250, RosevilleHQ
Contact and registration details
- Legal name
- Dimensions Wealth Management, LLC
- Headquarters
- 915 Highland Point Drive, Ste. 250, Roseville, CA 95678
- Website
- dimensionswm.com
- Phone
- 916-330-4108
- SEC file
- 801-123725
- Structure
- California LLC
- Fiscal year end
- December
Dimensions Wealth Management’s named custodian for separately managed accounts is Raymond James ($152M). Dimensions Wealth Management does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $152M100%
At year end, Dimensions Wealth Management’s separately managed accounts were mostly in funds (73%) and stocks (13%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds73%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash12%
- Other1%
- Reit, annuities & other alternatives1%
How many clients does Dimensions Wealth Management have?
Dimensions Wealth Management has 122 clients and manages $152 million for them, as of March 2026. They include 71 high-net-worth individuals and 51 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Dimensions Wealth Management offer?
Dimensions Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Dimensions Wealth Management use?
Dimensions Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $152M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Dimensions Wealth Management have?
Dimensions Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dimensions Wealth Management invest in?
At the end of its last fiscal year, Dimensions Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 12% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Reit, Annuities & Other Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dimensions Wealth Management?
Dimensions Wealth Management’s direct owner is Christopher Carolan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Dimensions Wealth Management get paid?
Dimensions Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dimensions Wealth Management?
Dimensions Wealth Management’s main office is at 915 Highland Point Drive, Ste. 250, Roseville, CA 95678. Its phone number is 916-330-4108. Its website is dimensionswm.com.