DBA: YDREAM FINANCIAL SERVICES, INC.
| Total AUM | $128.1M |
| Discretionary | $128.1M100% of AUM |
| Client Accounts | 583 |
| Avg Account Size | $220K |
| Employees | 1 |
| Peak AUM | $128.1MMar 2026 |
| AUM CAGR | +14.0% /yrover 1 yrs · 6 filings |
Total AUM
$128M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | +9.1% | — | — | |
| Discretionary AUM | $128M | ||||
| Total AUM | $128.1M |
| Discretionary | $128.1M |
| Employees | 1 |
| Client Accounts | 583 |
| Client Range | 51-100 |
Phone
734-447-5305
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$128M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 583 | +4.7% | — | — |
| Avg Account Size | $219,719.312 | +4.2% | — | — |
| Employees | 1 | — | — | — |
| AUM / Employee | $128M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $128M | +9.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 79 | +19.7% | — | — | |
| Individuals | 46 | +2.2% | — | — | |