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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-12-2024
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $383.8K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dream Lake Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Matthew T Dunham
Chief Compliance Officer, Owner
- CRD
- #7447381
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Dream Lake Financial LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.