P
CRD: 333973
Paulson Private Wealth LLC
Norwalk, CT
6467630343
$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2025
- Office Locations
- 1
Office Locations
-- Norwalk CT
About Paulson Private Wealth LLC
Paulson Private Wealth LLC is a Norwalk-based RIA. The firm has been operating for 1 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
43 AVG AGE
$6.3M AVG AUM / ADVISOR
$696.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vital radial Prime summit Delta Quantum catalyst Wave Ember Matrix
Investment Themes
Harbor Timber
Investment Vehicles
Peak quantum
Services
Glacier atlas Pioneer frontier Atlas Crest oak Prime Pioneer timber Fusion value Vector Focus
Owner & Executives
K
Kip Nathan Paulson
Chief Compliance Officer, Owner
- CRD
- #5350177
- Ownership
- 75% or more
(276) 932-5743
vital.capital@pathwaycapital.com
in linkedin.com/in/vertex-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,265,306 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,265,306 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,265,306
Equity - Exchange:
25.7% Public Funds:
45.4% Cash:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,568,359,231 | 25.7% |
| Public Funds | $2,770,564,556 | 45.4% |
| Cash | $1,763,641,315 | 28.9% |
| Total | $6,102,565,102 | 100.0% |