Dreams Investment Solutions

Overview

Dreams Investment Solutions is a limited liability company registered as an institutional registered investment adviser. The firm is newly formed and SEC-registered in 2026. It is owned by an individual and operates on a percentage-of-AUM fee model. Its stated advisory activity is portfolio management for individuals and small businesses. The firm is not a multi-state adviser and does not identify as an active ESG investor. It does not serve as a capital allocator or pension consultant and is not listed as a related adviser. Dreams Investment Solutions has industry affiliations that include a broker‑dealer, another investment adviser, and an insurance company, suggesting operational or distribution ties to those types of entities.

Assets & Accounts