D
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2024
- Office Locations
- 1
Office Locations
-- Saukville WI
About Dream Lake Financial LLC
Dream Lake Financial is a fee-only fiduciary RIA in Saukville, WI, led by CPA/financial advisor Matthew T. Dunham. The firm focuses on tax-optimized retirement planning and integrated financial planning for tax-exposed pre-retirees, paired with evidence-based investment management and tax-informed portfolio strategies. Serves clients locally and out of state via virtual meetings; XYPN member and custodies at Charles Schwab.
Team overview
40 AVG AGE
$3.8M AVG AUM / ADVISOR
$383.8K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
Matthew T Dunham
Chief Compliance Officer, Owner
- CRD
- #7447381
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,838,294 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,838,294 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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