PPrivate Fund Data Log in Join · $37/mo

Paulson Wealth Management Inc.

● SEC registered since 2017CRD 150374SEC# 801-109996West Palm Beach, FL
Export (members)
Reg. AUM
$503.8M
Employees
11
Accounts
1,616
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 $503.8 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/3rd-stream-portfolios/aboutView on SEC.gov ↗

Paulson Wealth Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Crista Shay DumaisChief Compliance OfficerUnder 5%2023
Nathan Robert Paulson ControlPresidentOver 75%2015

Frequently asked questions

How much does Paulson Wealth Management Inc. manage?

Paulson Wealth Management Inc. reports $503.8 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

Address222 Lakeview Ave, Suite 800, West Palm Beach, FL 33401
Phone407-957-0074
Fax630-517-2951
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1731878
Discloses disciplinary historyYes

Assets under management

Discretionary$481.4M
Non-discretionary$22.4M
Total (RAUM)$503.8M