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, individual-owned registered investment adviser that registered with the SEC in 2023. The firm focuses on serving individual and family clients, and it provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm is not identified as an active ESG investor and does not operate as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$139M in ETFs
2%
$2.9M
98%
$136M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.5M | 776,347 | 24.87% |
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
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