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Crista Shay Dumais

PAULSON WEALTH MANAGEMENT INC.·WHEATON, Illinois
Unclaimed Profile
207 REBER STREET, WHEATON, IL 60187CRD# 5700306Firm CRD# 150374
01

About

Crista Shay Dumais is a registered financial advisor based in WHEATON, Illinois, affiliated with PAULSON WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PAULSON WEALTH MANAGEMENT INC.
PAULSON WEALTH MANAGEMENT INC.
AUM
$489M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PAULSON WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5700306
Firm CRD# 150374
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Crista Shay Dumais offer?
Crista Shay Dumais specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are Crista Shay Dumais's credentials?
Crista Shay Dumais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crista Shay Dumais located?
Crista Shay Dumais is based in WHEATON, Illinois, working with PAULSON WEALTH MANAGEMENT INC.. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Crista Shay Dumais charge for services?
Crista Shay Dumais's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAULSON WEALTH MANAGEMENT INC.?
PAULSON WEALTH MANAGEMENT INC. has approximately 11 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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