RIA Intel›Advisers›Virginia›DREAM FINANCIAL PLANNING LLC

DREAM FINANCIAL PLANNING LLC

Advisory

HERNDON, VA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$118K

across 44 accounts

AUM per adviser

$5M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$5M

Discretionary %

100%

Clients

20

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, FL, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

BPD WEALTH MANAGEMENT LLC

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$5M

WEST POTOMAC CAPITAL LLC

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$5M

-99.8% 1Y

EMERALD INVESTMENTS, INC.

ARLINGTON, VA

$5M

FRY'S PATH CAPITAL, LLC

CHARLOTTESVILLE, VA

$5M

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