# NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. of ALLEN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 152136
- Type: SEC-registered investment adviser
- SEC file number: 801-128238
- Location: 550 S. WATTERS ROAD, SUITE 242, ALLEN, TX, 75013
- Phone: 972-972-8565
- Latest filing: 2026-03-31
- Regulatory AUM: $181.5M
- Discretionary AUM: $181.5M
- Clients: 3
- Accounts: 508

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Richard Lance Alston | PRESIDENT AND CHIEF COMPLIANCE OFFICER | Allen, TX |
| Tiffany Nicole Finney-Johnson | DIRECTOR OF FINANCIAL PLANNING | — |
| ALSTON RICHARD LANCE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| FINNEY-JOHNSON TIFFANY NICOLE | DIRECTOR OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152136/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152136/similar
- Related entities: https://search.stillhousedata.com/firm/152136/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152136

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.