Dreams Investment Solutions
● SEC registered since 2026CRD 339186SEC# 801-135153Sarasota, FL
Reg. AUM
—
Employees
3
Accounts
—
Location
Sarasota, FL
Dreams Investment Solutions assets under management
Dreams Investment Solutions operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2026. It employs 3 people.
Dreams Investment Solutions owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Christian Bertelsen | Chief Compliance Officer | Under 5% | 2025 |
| Jacob Hampton Hardy Control | Managing Partner | Over 75% | 2025 |
Frequently asked questions
How many employees does Dreams Investment Solutions have?
Dreams Investment Solutions reports 3 employees.
Where is Dreams Investment Solutions located?
Dreams Investment Solutions is based in Sarasota, FL and has been SEC-registered since 2026.
Does Dreams Investment Solutions disclose fund performance?
Dreams Investment Solutions is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2070 Ringling Blvd, 201, Sarasota, FL 34237 |
| Phone | 941-232-1837 |
| Office hours | 9a.m. To 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers