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Nathan Robert Paulson

PAULSON WEALTH MANAGEMENT INC.·WHEATON, Illinois
PAULSON WEALTH MANAGEMENT INC.
207 REBER STREET, WHEATON, IL 60187CRD# 4799867Firm CRD# 150374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Robert Paulson · WHEATON, IL
Registration
CRD #4799867 · PAULSON WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Nathan Robert Paulson 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
Introduction

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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# 4799867
Firm CRD# 150374
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Robert Paulson offer?
Nathan Robert Paulson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are Nathan Robert Paulson's credentials?
Nathan Robert Paulson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Robert Paulson located?
Nathan Robert Paulson 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 Nathan Robert Paulson charge for services?
Nathan Robert Paulson'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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Other Advisors at PAULSON WEALTH MANAGEMENT INC.

Crista Shay Dumais
WHEATON, IL

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