Dreyer Wealth Management, Llc

Dreyer Wealth Management is an independent wealth management firm providing personalized financial planning to individuals, families, and businesses.

Investment Management

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Headquarters: Appleton, Wisconsin, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 1 to 10Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 1 supported appearance ↗Source: RevenueBase lists

The company at a glance

What does Dreyer Wealth Management, Llc do?

The firm aims to understand clients’ financial goals. The firm works with clients to develop, implement, and monitor strategies personalized to their needs.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning

The firm provides personalized financial planning services to individuals, families, and businesses.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#11OF 13

Appleton

Retirement plan advisors

Snapshot: September 20, 2026

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Dreyer Wealth Management, Llc

#11 Retirement plan advisors

Snapshot: September 20, 2026

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  <img src="https://revenuebase.ai/companies/profiles/dreyerwealth/recognition-companies-retirement-plan-advisors-united-states-appleton-20260921-325a778c6296288dbefe8856b1d5fa4e260c55b56c54e402caf6737ddf3e87a8.svg" alt="Dreyer Wealth Management, Llc listed #11 on Retirement plan advisors, September 20, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 20, 2026. How the company lists are built.

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