Dream Weaver Financial Planning LLC
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$84.1K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332199
- Website
- dwfinancialplanning.com
- Custodians
- THE VANGUARD GROUP, INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.1%
- Individuals19.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dream Weaver Financial Planning LLC is an independent registered investment adviser organized as an LLC that advises individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for planning work. The adviser is not positioned as a capital allocator, does not list ESG as an active investment focus, and appears to operate primarily as a single-state, boutique practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents51%
- Public Funds/Mutual Funds23%
- Exchange Traded Equities21%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fengcapital LLC
RIAAUM $2.3MTEAM 1REPS 1
Bedinghaus Financial Group, Inc
RIAClearwater, FL
AUM $2.3MTEAM 1REPS 1
Cornerstone Asset Management, LLC
RIAAUM $2.3MTEAM 1REPS 1
Adestella Investment Management LLC
RIAAUM $2.3MTEAM 1REPS 1
Obar Wealth Management LLC
RIALake Forest, IL
AUM $2.3MTEAM 1REPS 1
Maris Wealth Management LLC
RIAAUM $2.3MTEAM 1REPS 1