Dream Capital Advisors LLC

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Assets, Funds, Holdings

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Dream Capital Advisors LLC
CRD #142788
SEC #801-79378
CIK #
AUM $491.4 MM (2023-03-08)
Employees 2 (50% Investors, 0% Brokers)
Phone847-970-9090
Address250 Parkway Drive
Lincolnshire, IL 60069
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 49 491.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 125 491.4
By Discretionary
Discretionary 125 491.4
Non-Discretionary 0 0.0
Total 125 491.4
By Non-United States Persons
Non-United States Persons 491.4
United States Persons 0.0
Total 125 491.4
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SLWA LLC
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Integris Wealth Management LLC
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Unique Wealth LLC
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The Cavanaugh Group Inc
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Hopwood Financial Services Inc
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Personal Investment Management Inc
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TSG Advice Partners LLC
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