Paulson Private Wealth LLC

Overview

Paulson Private Wealth LLC is a small, independent registered investment adviser organized as an LLC and run as an individual-owned firm that focuses on serving individuals and families. The firm acts as a capital allocator—constructing portfolios directly and selecting third‑party managers when appropriate—and blends financial planning with discretionary portfolio management. Fee arrangements include a percentage-of-AUM component and fixed fees, which supports both ongoing portfolio oversight and stand‑alone planning engagements. Investment activity tilts to equities as the primary exposure, while the firm supplements core equity positions with mutual funds and third‑party alternative strategies to broaden diversification and access specialized return streams. Services emphasized in client-facing activity include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers or external managers. Paulson Private Wealth LLC is not positioned as an ESG specialist and is registered to operate only within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices