New Dimensions Wealth Management, L.L.C.

Overview

New Dimensions Wealth Management, L.L.C. is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients as well as small-business owners, providing financial planning and discretionary portfolio management. Its fee model combines a percentage-of-AUM component with fixed fees. The adviser does not operate as a capital allocator or related adviser and is not positioned as an ESG-focused manager. Public funds and pooled products appear central to the firm's approach: the ADV and holdings data show a heavy use of mutual funds and ETFs as building blocks rather than significant proprietary product lines. Advisory activity centers on personalized planning and portfolio management rather than institutional consulting or multi-state platform management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices