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Building 2PAULSON WEALTH MANAGEMENT LLC

Map pinWHEATON, IL
Phone630-517-2950
NotebookSEC #801-70227
Total AUM
$63.1M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
213 WEST WESLEY STREET
SUITE 202
WHEATON
IL 60187
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
630-517-2950

ReceiptFinancials

Total AUM
$63.1M
Accounts
260
Discretionary
$63.1M
Accounts
260
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES FOR OTHER REGISTERED INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

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

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