PAULSON WEALTH MANAGEMENT INC.
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 150374
- Registered since
- March 17, 2017
- Website
- www.paulsonwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.85%
- Individuals16.89%
- Pension & Profit Sharing Plans0.98%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Paulson Wealth Management Inc. is an independent, SEC‑registered registered investment adviser (since 2017) organized as a corporation and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and portfolio management for both private individuals/small businesses and for business or institutional clients. Service delivery includes selecting third‑party advisers where appropriate. Fee arrangements are a mix of AUM charges, hourly fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities26%
- Other4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1CRISTA DUMAIS
Chief Compliance OfficerCRD 5700306
Contacts
3 of 3William Fan
Associate AdvisorCRD 7392428
NATHAN PAULSON
President & Senior Wealth AdvisorCRD 4799867
Jeffrey Hoang
Associate Wealth AdvisorCRD 8083130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$403M in ETFs
91%
$365M
6%
$37.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $60.3M | 141,453 | 14.98% |
Location
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 222 Lakeview Ave
- Time zone
- ET (UTC-5)
- Office locations
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