Paulson Wealth Management Inc.
● SEC registered since 2017CRD 150374SEC# 801-109996West Palm Beach, FL
Reg. AUM
$558.9M
Employees
11
Accounts
1,493
Location
West Palm Beach, FL
Paulson Wealth Management Inc. assets under management
Paulson Wealth Management Inc. operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2017. It reports $558.9 million in regulatory assets under management and employs 11 people.
Paulson Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crista Shay Dumais | Chief Compliance Officer | Under 5% | 2023 |
| Nathan Robert Paulson Control | Ceo | Over 75% | 2015 |
Frequently asked questions
How much does Paulson Wealth Management Inc. manage?
Paulson Wealth Management Inc. reports $558.9 million in regulatory assets under management on its Form ADV.
How many employees does Paulson Wealth Management Inc. have?
Paulson Wealth Management Inc. reports 11 employees.
Where is Paulson Wealth Management Inc. located?
Paulson Wealth Management Inc. is based in West Palm Beach, FL and has been SEC-registered since 2017.
Does Paulson Wealth Management Inc. disclose fund performance?
Paulson Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 222 Lakeview Ave, Suite 800, West Palm Beach, FL 33401 |
| Phone | 407-957-0074 |
| Fax | 630-517-2951 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1731878 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$558.9M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$558.9Mregulatory AUM
Discretionary $535.5MNon-discretionary $23.4M