# Dreams Investment Solutions

> Dreams Investment Solutions is an SEC-registered investment advisory firm in Folsom, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 339186
- Filed as: DREAMS INVESTMENT SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Folsom, CA
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339186
- AdvisorCensus page: https://advisorcensus.com/firm/dreams-investment-solutions-folsom-ca-339186

## Quick answers

**How is Dreams Investment Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Dreams Investment Solutions reports these compensation arrangements: a percentage of assets under its management.

**Where is Dreams Investment Solutions located?**
Dreams Investment Solutions' principal office is in Folsom, CA, according to its Form ADV.

**Is Dreams Investment Solutions registered with the SEC or a state?**
Dreams Investment Solutions is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339186.

**How much does Dreams Investment Solutions manage?**
Dreams Investment Solutions reports $0 in regulatory assets under management in its Form ADV filing dated August 10, 2026.

**Does Dreams Investment Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339186

**What changed in Dreams Investment Solutions' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investwithdreams.com

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dreams Investment Solutions (CRD 339186): Form ADV filing data as of October 2026.