New Dimensions Wealth Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Allen, TX. Its latest Form ADV filing, dated March 31, 2026, reports $182M in regulatory assets under management, 3 employees, and 508 accounts.
Assets Under Management
$182M
Employees
3
Offices
--
Total Clients
111
Primary office
ALLEN, TX
550 S. WATTERS ROAD, SUITE 242, ALLEN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.9% of total clients.
Top client categories% of clientsClients
1
HNWI
64.9%
72
2
Individuals
35.1%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of March 31, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$182M
Total Accounts508
10Y AUM Change+$67M (+58.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.