PAULSON WEALTH MANAGEMENT INC.
Wheaton, Illinois
Paulson Wealth Management Inc. is a reputable investment advisory firm based in Wheaton, IL. With a team of eight dedicated professionals, they specialize in providing expert financial guidance and services to their esteemed clientele. Three of their highly skilled advisors focus specifically on investment advisory services, ensuring that clients receive tailored strategies to meet their unique financial goals. With an impressive track record, Paulson Wealth Management Inc. manages an average of approximately $190,120,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is flexible, ...
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Assets Under Mgmt

$261.47M

Investment Professionals

3

Locations

0

% 401K & Individual

20%

% Discretionary

89%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: ADVISORY CONSULTING AND ASSET ALLOCATION SERVICES
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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