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YDREAM FINANCIAL SERVICES, INC.

· CRD 128995 · IAPD ↗ · 734-447-5305

$128.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — YDREAM FINANCIAL SERVICES, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — YDREAM FINANCIAL SERVICES, INC. (location n/a) is newly SEC-registered with $117.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.