Firm profile

PAULSON WEALTH MANAGEMENT INC.

WEST PALM BEACH, FLCRD 150374Latest ADV March 30, 2026

Paulson Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $559M in regulatory assets under management, 11 employees, 1 office, and 1,493 accounts.

Assets Under Management
$559M
Employees
11
Offices
1 office
Total Clients
379
Primary office
WEST PALM BEACH, FL
222 LAKEVIEW AVE, SUITE 800, WEST PALM BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEONathan R. Paulson
CCOCrista S. Dumais

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
223
2
HNWI
41.2%
156
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$559Mas of March 30, 2026
Discretionary95.8%
$536M
96% of total RAUM95.8%
Non-discretionary4.2%
$23M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$559M
Total Accounts1,493
10Y AUM Change+$429M (+330.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee34:1
10Y Employee Change+6 (+120.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.