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 that began filings in 2017 and is owned by an individual. The firm serves primarily individual and family clients and acts as a capital allocator, both managing portfolios directly and selecting outside managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. The firm charges a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Paulson is not listed 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 1
Crista Dumais
Chief Compliance OfficerCRD 5700306
Contacts
3 of 3
William 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 73Active vs passive
$441M in ETFs
95%
$418M
5%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $69.5M | 559,400 | 15.75% |
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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