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Building 2PAULSON WEALTH MANAGEMENT INC.

Map pinWEST PALM BEACH, FL
Phone407-957-0074
NotebookSEC #801-109996
Total AUM
$558.9M
Employees
11
Clients
381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 LAKEVIEW AVE
SUITE 800
WEST PALM BEACH
FL 33401
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
407-957-0074
Other Offices
1

ReceiptFinancials

Total AUM
$558.9M
Accounts
1,493
Discretionary
$535.5M
Accounts
1,384
Non-Discretionary
$23.4M
Accounts
109

ContactClients

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Individual Clients
223
AUM
$94.4M
HNW Individual Clients
156
AUM
$457.5M
Pension/Profit Sharing Plan Clients
1
AUM
$5.5M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING AND ASSET ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAILMINCNVTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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