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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-09-2024
- Office Locations
- 1
Office Locations
About Dream Weaver Financial Planning LLC
Dream Weaver Financial Planning LLC is an Illinois-registered investment adviser providing financial planning and investment management for individuals age 50+ focused on building retirement wealth. The firm also supports tax and estate planning coordination and insurance/life insurance decisions. Portfolios use ETFs and mutual funds with an asset-allocation and risk-management approach; works with custodians such as Schwab.
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Owner & Executives
TREVOR A JOHNSON
Business Analyst, Chief Compliance Officer, Managing Member, Owner
- CRD
- #4912466
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,269,697 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,269,697 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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