DREAM LIFE WEALTH MANAGEMENT LLC

DREAM LIFE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 337311). Regulatory assets under management: $5.3M.

Registration

• CRD: 337311
• Type: Registered investment adviser
• Phone: 704-803-5353
• Latest filing: 2026-03-03
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.3M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337311 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search