Dreams Investment Solutions

Overview

Dreams Investment Solutions is an LLC that registered with the SEC in 2026 and is organized as an institutional registered investment adviser owned by an individual. The firm describes its primary advisory activity as portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. It identifies itself as a newly formed adviser and does not position itself as a capital allocator or an active ESG investor. The firm lists industry affiliations with a broker-dealer, another investment adviser, and an insurance company, suggesting access to brokerage platforms and insurance solutions alongside its advisory capability. Although classified as an institutional RIA, its client focus is on individual and small-business portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices