Paulson Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Paulson Wealth Management reports 379 clients. They include 223 individual clients and 156 high-net-worth individuals. Of its assets, 95.8% ($536M across 1,384 accounts) are managed with discretion; $23.4M across 109 accounts are not. A wrap fee program the firm both sponsors and manages holds $534M. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 17% |
| High-net-worth individuals | 41% | 82% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 223 | $94.4M | 16.9% | $423K |
| High-net-worth individuals | 156 | $457M | 81.8% | $2.93M |
| Pension and profit-sharing plans | Fewer than 5 | $5.46M | 1.0% | — |
| Charitable organizations | Fewer than 5 | $1.61M | 0.3% | — |
| Total | 379 | $559M | 100% | — |
- Clients
- 223
- Regulatory AUM
- $94.4M
- AUM share
- 16.9%
- Avg. per client
- $423K
- Clients
- 156
- Regulatory AUM
- $457M
- AUM share
- 81.8%
- Avg. per client
- $2.93M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.46M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.61M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 379
- Regulatory AUM
- $559M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Paulson Wealth Management charges 0.25%–1.50% a year for its Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and has a $13,500 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.15% |
| $1M–$5M | 1.00% |
| $5M–$15M | 0.75% |
| $15M–$25M | 0.65% |
| $25M–$45M | 0.55% |
| $45M–$65M | 0.45% |
| $65M–$100M | 0.35% |
| $100M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is billed at a non-negotiable hourly rate of $350, or a flat fee, typically $3,500 to $10,000.
Nathan Paulson owns 75% or more of Paulson Wealth Management. The leadership team of Paulson Wealth Management includes Chief Compliance Officer Crista Dumais. It has 11 employees, 5 of them in advisory roles.
Leadership
- Crista DumaisChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 5 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Paulson Wealth Management Inc.
Nathan Paulson
Control person · since April 2015
Paulson Wealth Management’s regulatory assets grew 2.2× from $252M (March 2021) to $559M (July 2026); clients rose from 218 to 379 and employees from 5 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $559M | 379 | 11 | 2 |
| June 2025 | $504M | 387 | 11 | 2 |
| March 2024 | $489M | 393 | 11 | 2 |
| July 2023 | $261M | 258 | 8 | 2 |
| March 2022 | $291M | 232 | 7 | 1 |
| March 2021 | $252M | 218 | 5 | 1 |
Besides its headquarters, Paulson Wealth Management has 1 office, with 2 listed addresses in Florida and Illinois.
Florida · 1 listed address
- 222 Lakeview Ave, Suite 800, West Palm BeachHQ
Illinois · 1 listed address
- 207 Reber Street, Wheaton
Other business names
Paulson Wealth Management has reported 1 other business name to the SEC.
- 3rd Stream Portfolios
Contact and registration details
- Legal name
- Paulson Wealth Management Inc.
- Headquarters
- 222 Lakeview Ave, Suite 800, West Palm Beach, FL 33401
- Website
- paulsonwealth.com
- Phone
- 407-957-0074
- @paulson-wealth-management
- SEC file
- 801-109996
- Founded
- 2009
- Structure
- Delaware corporation
- Fiscal year end
- December
Paulson Wealth Management uses Charles Schwab ($524M) as custodian for its separately managed accounts. Paulson Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $524M100%
At year end, Paulson Wealth Management’s separately managed accounts were mostly in funds (66%) and stocks (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $471M across 146 positions; the largest are iShares TR (14.7%), iShares TR (13.0%) and iShares TR (8.8%).
What the accounts hold
- Stocks26%
- Funds66%
- Registered funds65%
- Pooled vehicles1%
- Bonds1%
- Cash3%
- Other4%
- Derivatives and non-standard assets4%
Reported 13F holdings
- $471M
- Reported 13F value
- 146
- Positions
- 65.9%
- In the 10 largest
- +10.5%
- Value vs. prior quarter
- iShares TR · Rus 1000 Grw ETF14.7%
- iShares TR · Rus 1000 Val ETF13.0%
- iShares TR · Russell 2000 ETF8.8%
- iShares TR · MSCI Eafe ETF7.8%
- Apple Inc.5.9%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD4.1%
- iShares TR · 3 7 YR Treas BD3.1%
- State Str SPDR S&P 500 ETF T · TR Unit2.9%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.9%
- iShares TR · Ishs 1-5yr Invs2.8%
Together, the ten largest are 65.9% of reported value.
How many clients does Paulson Wealth Management have?
Paulson Wealth Management has 379 clients and manages $559 million for them, as of July 2026. They include 223 individual clients and 156 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Paulson Wealth Management offer?
Paulson Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Paulson Wealth Management charge?
Paulson Wealth Management charges 0.25%–1.50% a year for its Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and has a $13,500 annual minimum.
Which custodians does Paulson Wealth Management use?
Paulson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $524M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Paulson Wealth Management have?
Paulson Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Paulson Wealth Management invest in?
At the end of its last fiscal year, Paulson Wealth Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 4% other, 3% cash and equivalents, 1% state and local bonds and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Derivatives and Non-Standard Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paulson Wealth Management?
Paulson Wealth Management’s direct owner is Nathan Paulson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Paulson Wealth Management get paid?
Paulson Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Paulson Wealth Management registered with the SEC?
Yes, Paulson Wealth Management has been registered with the SEC as an investment adviser since 17 March 2017. Its CRD number is 150374 and its SEC file number is 801-109996.
Source: Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record
How do I contact Paulson Wealth Management?
Paulson Wealth Management’s main office is at 222 Lakeview Ave, Suite 800, West Palm Beach, FL 33401. Its phone number is 407-957-0074. Its website is paulsonwealth.com.