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PAULSON WEALTH MANAGEMENT INC.
PAULSON WEALTH MANAGEMENT INC.
WHEATON, Illinois
·
2 registered advisors
·
CRD# 150374
SEC# 801-109996
1
630-517-2950
01
Firm Overview
AUM
$489M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PAULSON WEALTH MANAGEMENT INC.
2 registered advisors
Crista Shay Dumais
WHEATON, Illinois
CRD# 5700306
Nathan Robert Paulson
WHEATON, Illinois
CRD# 4799867
05
Office Locations
WHEATON, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. PAULSON WEALTH MANAGEMENT INC. (CRD# 150374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.