CRD: 150374
Paulson Wealth Management Inc.
$558.9M Total AUM
$535.5M Disc. AUM
21.1% 3Y CAGR
11 Employees
380 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalMomentum
- Established Date
- 09-13-2011
- Office Locations
- 4
Office Locations
207 Reber Street Suite 100 Wheaton IL
207 Reber Street Suite 100 Wheaton IL
222 Lakeview AVE Suite 800 West Palm Beach FL
About Paulson Wealth Management Inc.
Paulson Wealth Management is an independent wealth management firm serving affluent individuals and families, with specialized planning for corporate executives and business owners. Services span financial planning, investment management, tax preparation, and family office support, including trust and estate coordination. Portfolios may include public and private investments, with Schwab custody and Orion reporting for security and transparency.
Team overview
51 AVG AGE
$111.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.1 yrs AVG TENURE
11 Employees
5 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Radial Momentum meridian Pioneer delta Peak Insight eagle Eagle zenith
Client Personas
Zenith ridge Capital eagle
Custodian
Legacy Legacy Ember element Timber harbor Ember frontier Insight Insight Foundation
Investment Themes
Wave Horizon unison Oak optima Optima Summit Capital focus
Investment Vehicles
Capital legacy Ember wave
Platform
Momentum beacon
Services
North Eagle Wave Fusion prime Atlas signal Legacy Crest Prime optima Harbor Quantum Harbor
Technology
Fusion North timber
Owner & Executives
NATHAN ROBERT PAULSON
Chief Executive Officer, Wealth Advisor
- CRD
- #4799867
- Ownership
- 75% or more
(964) 407-9666
eagle.value@foundationcapital.com
in linkedin.com/in/vector-insight
Crista Shay Dumais
Chief Compliance Officer, Investment Advisor
- CRD
- #5700306
- Ownership
- Less than 5%
(633) 221-4968
wave.fusion@radialcapital.com
in linkedin.com/in/oak-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
W
William Yao Fan
--
- CRD
- #7392428
(731) 501-4115
oak.prime@radialcapital.com
in linkedin.com/in/summit-zenith
J
Jeffrey Hoang
--
- CRD
- #8083130
(626) 947-8232
element.radial@fusioncapital.com
in linkedin.com/in/atlas-vector
T
Timber wave
Atlas vital
- CRD
- #44609
(253) 511-3553
oak.element@pathwaycapital.com
in linkedin.com/in/radial-bridge
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $535,545,950 | $386,955 |
| Non-Discretionary | $23,395,930 | $214,642 |
| Total | $558,941,880 | $374,375 |
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Separately Managed Accounts
Total SMA Asset: $558,941,880
Public Funds:
23.1% Equity - Exchange:
27.8% Other:
16.7% Cash:
15.7% Municipal Bonds:
8.8% Private Funds:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,810,448,658 | 23.1% |
| Equity - Exchange | $2,178,808,342 | 27.8% |
| Other | $1,308,852,493 | 16.7% |
| Cash | $1,230,478,092 | 15.7% |
| Municipal Bonds | $689,694,727 | 8.8% |
| Private Funds | $619,157,767 | 7.9% |
| Total | $7,837,440,079 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT OAK | GLACIER OAK | OZJ3VRY56 | QKOQ | 10.47% | $80,877,209 |
| SUMMIT VERTEX UNISON | LEGACY QUANTUM | A85QNOAFC | KSK | 2.14% | $21,818,259 |
| EMBER FRONTIER | VITAL HORIZON | 7AXG4Z01Q | SATK | 0.86% | $28,537,747 |
| CREST OPTIMA | MERIDIAN FUSION | BLHVXATPU | QQNXS | 3.76% | $32,131,338 |
| RADIAL MOMENTUM VALUE | BEACON BRIDGE | 4KR4I9QEA | XZR | 0.87% | $97,258,556 |
| PRIME NORTH | LEGACY BRIDGE | RTNXWMU6R | DLYA | 1.41% | $118,451,420 |
| ELEMENT BEACON SIGNAL | RIDGE RADIAL | 8PDR7UPH1 | XSYUI | 1.65% | $17,547,318 |
| DELTA INSIGHT | VALUE VERTEX | RM03424UT | THUE | 2.46% | $101,379,209 |