Dimensions Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

915 Highland Pointe Dr Ste 250, Rosevill...

Phone Number

(916) 330-4108

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Dimensions Wealth Management

Dimensions Wealth Management is a financial advisory firm located in Roseville, CA, that specializes in comprehensive financial planning, portfolio management, and retirement strategies. The firm caters to a diverse clientele, including business owners, corporate executives, families, and retirees, offering tailored solutions to meet their unique financial needs. With a strong emphasis on ethical and professional standards, Dimensions Wealth Management aims to guide clients through the complexities of wealth management. Established in 1962, the firm is committed to providing expertise and resources to help clients achieve their financial goals.Explore more
Dimensions Wealth Management's Social MediaPopular SearchesDimensions Wealth Management LLCDimensions Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Dimensions Wealth Management Org Chart

PhoneEmail
KG
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dimensions Wealth Managem...

<$5M
1-10
Private
-
2018
KG
Kali GrantService Associate
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
-
DT
Donald ToddFounder & President
<$5M
1-10
Private
-
1962
MA
Mike AlbanoSenior VP, Trinitas Wealth Management
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dimensions Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dimensions Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dimensions Wealth Management.

Dimensions Wealth Management Tech Stack

A closer look at the technologies used by Dimensions Wealth Management

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Frequently Asked Questions Regarding Dimensions Wealth Management

What is Dimensions Wealth Management's official website?
Dimensions Wealth Management's official website is www.dimensionswm.com
What is Dimensions Wealth Management's Revenue?
Dimensions Wealth Management's revenue is <$5 Million
What is Dimensions Wealth Management's SIC code?
Dimensions Wealth Management's SIC: 62,628
What is Dimensions Wealth Management's NAICS code?
Dimensions Wealth Management's NAICS: 52,523
How many employees does Dimensions Wealth Management have?
Dimensions Wealth Management has 1-10 employees
What industry does Dimensions Wealth Management belong to?
Dimensions Wealth Management is in the industry of: Finance, Securities Trading
What is Dimensions Wealth Management competition?
Dimensions Wealth Management top competitors include: Fortune Wealth Management, Trinitas Wealth Management, Reynolds Wealth Management, Structure Wealth Management
What technology does Dimensions Wealth Management use?
Some of the popular technologies that Dimensions Wealth Management uses are: Ruxit, YouTube, Microsoft 365, Vimeo
How do I contact Dimensions Wealth Management?
Dimensions Wealth Management contact info: Phone number: (916) 330-4108 Website: www.dimensionswm.com
What does Dimensions Wealth Management do?

Dimensions Wealth Management is a financial advisory firm located in Roseville, CA, that specializes in comprehensive financial planning, portfolio management, and retirement strategies. The firm caters to a diverse clientele, including business owners, corporate executives, families, and retirees, offering tailored solutions to meet their unique f... inancial needs. With a strong emphasis on ethical and professional standards, Dimensions Wealth Management aims to guide clients through the complexities of wealth management. Established in 1962, the firm is committed to providing expertise and resources to help clients achieve their financial goals.Read More

What are Dimensions Wealth Management social media links?
Dimensions Wealth Management Linkedin page
Is Dimensions Wealth Management a public company?
Dimensions Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Dimensions Wealth Management

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