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Dreams Investment Solutions

● SEC registered since 2026CRD 339186SEC# 801-135153Sarasota, FL
Export (members)
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.
www.investwithdreams.comView on SEC.gov ↗

Dreams Investment Solutions owners & executives

2 reported
NameTitleOwnershipSince
Edward Christian BertelsenChief Compliance OfficerUnder 5%2025
Jacob Hampton Hardy ControlManaging PartnerOver 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

Address2070 Ringling Blvd, 201, Sarasota, FL 34237
Phone941-232-1837
Office hours9a.m. To 4:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo