PAULSON WEALTH MANAGEMENT INC.

207 Reber Street
Suite 100
Wheaton, Illinois 60187
Tel: 630-517-2950

About PAULSON WEALTH MANAGEMENT INC.

PAULSON WEALTH MANAGEMENT INC, formally registered with the SEC as PAULSON WEALTH MANAGEMENT INC. The firm was established in 03/17/2017. They have over 2 offices throughout the country.

PAULSON WEALTH MANAGEMENT INC. is a Wheaton, Illinois based Financial Planning firm with nearly $489,430,333 assets under management, offering retirement planning & investment advisory services to 1621 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150374
SEC#	801-109996
Assets Managed by Firm	$489,430,333
No. of Clients	1621
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVISORY CONSULTING AND ASSET ALLOCATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1621	$489,430,333
Individuals (other than high net worth individuals)	267	$99,632,050
High net worth individuals	123	$385,633,523
Pension and profit sharing plans	2	$4,110,309
Charitable organizations	1	$54,451

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