Paulson Wealth Management Inc.
Paulson Wealth Management Inc. (CRD# 150374) is a financial advisory firm headquartered in Wheaton, IL. They manage $489,430,333 in 1,621 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management489MILLION
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Total Number of Accounts1,621ACCOUNTS
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Average Account Value$301,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, IL, MI, NV, NY, TN, TX, WA, WI
Holly Daniel (CRD# 2644490) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 12 years of experience in the finance industry.
Nathan Paulson (CRD# 4799867) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 19 years of experience in the finance industry.
Ryan Kaczmarek (CRD# 7218469) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 3 years of experience in the finance industry.