Paulson Wealth Management Inc.

RIASEC Registered

Total AUM

$559M

Discretionary

$536M

96% of AUM

Avg account

$374K

Accounts

1,493

Employees

Advisory reps

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

FINTRX

Overview

Paulson Wealth Management Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm is registered with the SEC, first filing as an SEC-registered adviser in 2017. Its client focus is individuals and families, and it positions itself as a capital allocator that both manages portfolios directly and selects outside managers on clients’ behalf. Advisory services documented for the firm include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Its billing model is a mix of percentage-of-assets under management, hourly fees, and fixed fees. The firm does not list itself as an active ESG investor.