Kali Alyse Grant
Investment adviser representative at Dimensions Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$152.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Dimensions Wealth Management, LLCNov 2018 to now
- Kingswood Capital Partners, LLCNov 2018 to now
- Morgan Stanley Smith BarneyJun 2009 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dimensions Wealth Management, LLC
$152.1MAssets managed
122Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4801059
- Firm CRD
- 298928