Paulson Wealth Management Inc.
Paulson Wealth Management Inc. is an SEC-registered wealth manager in West Palm Beach, FL with $558.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Paulson Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150374, SEC 801-109996, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $558.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- West Palm Beach, FL
- Employees
- 11
- Clients
- 379
- CRD
- 150374
- Ownership
- PAULSON, JENNIFER, MARIE; PAULSON, NATHAN, ROBERT; Dumais, Crista, Shay
How much AUM does Paulson Wealth Management Inc. have?
Paulson Wealth Management Inc. reported $558.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Paulson Wealth Management Inc.?
Disclosed owners and executives of Paulson Wealth Management Inc. include PAULSON, JENNIFER, MARIE, PAULSON, NATHAN, ROBERT, Dumais, Crista, Shay. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.