{
  "crd_number": 150374,
  "slug": "paulson-wealth-management-inc-west-palm-beach-fl-150374",
  "primary_business_name": "PAULSON WEALTH MANAGEMENT INC.",
  "legal_name": "PAULSON WEALTH MANAGEMENT INC.",
  "dbas": [
    "3RD STREAM PORTFOLIOS"
  ],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-17",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 558941880.0,
  "raum_discretionary": 535545950.0,
  "raum_non_discretionary": 23395930.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1608442.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 94410612.0,
      "count": 223
    },
    "pension_profit_sharing": {
      "raum": 5456638.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 457466188.0,
      "count": 156
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "MI",
    "NC",
    "NV",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/PAULSON-WEALTH-MANAGEMENT",
    "https://linkedin.com/company/3rd-stream-portfolios/about",
    "https://paulsonwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150374",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374",
  "display_name": "Paulson Wealth Management Inc.",
  "summary": "Paulson Wealth Management Inc. is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Paulson Wealth Management Inc. (CRD 150374): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Paulson Wealth Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Paulson Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Paulson Wealth Management Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated July 16, 2026 states: Hourly rate: $350 an hour (financial planning and consulting services); Flat fee: $3,500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Paulson Wealth Management Inc. located?",
      "a": "Paulson Wealth Management Inc.'s principal office is in West Palm Beach, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Paulson Wealth Management Inc. registered with the SEC or a state?",
      "a": "Paulson Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 150374."
    },
    {
      "q": "How much does Paulson Wealth Management Inc. manage?",
      "a": "Paulson Wealth Management Inc. reports $558,941,880 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (96% discretionary)."
    },
    {
      "q": "How have Paulson Wealth Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Paulson Wealth Management Inc.: Regulatory assets under management: $252,438,093 in the October 2021 data and $558,941,880 in the October 2026 data, up 121%. Total employees: 5 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Paulson Wealth Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); high net worth individuals (156)."
    },
    {
      "q": "Which custodians does Paulson Wealth Management Inc. use?",
      "a": "Paulson Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Paulson Wealth Management Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150374"
    },
    {
      "q": "Does Paulson Wealth Management Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 16, 2026 says: \"We generally require clients to have at least $1,000,000 in net worth to engage us for financial planning or portfolio management services.\""
    },
    {
      "q": "What changed in Paulson Wealth Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $503,802,348 to $558,941,880 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 252438093.0,
      "total_employees": 5,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 290540926.0,
      "total_employees": 8,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 261466480.0,
      "total_employees": 8,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 489430333.0,
      "total_employees": 11,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 503802348.0,
      "total_employees": 11,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 558941880.0,
      "total_employees": 11,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $503,802,348 to $558,941,880 (+11%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial planning and consulting services)",
      "Flat fee: $3,500 to $10,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "We generally require clients to have at least $1,000,000 in net worth to engage us for financial planning or portfolio management services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Where engaged separately as a stand-alone services, we charge on a non-negotiable hourly rate of $350 or flat fee basis for financial planning and consulting services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,500 to $10,000 (financial planning services)"
        ],
        "quotes": [
          "Flat fees generally range from $3,500 to $10,000. The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 3500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We generally require clients to have at least $1,000,000 in net worth to engage us for financial planning or portfolio management services.",
      "Where engaged separately as a stand-alone services, we charge on a non-negotiable hourly rate of $350 or flat fee basis for financial planning and consulting services.",
      "Flat fees generally range from $3,500 to $10,000. The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 223,
      "fewer_than_5": false,
      "raum": 94410612.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 156,
      "fewer_than_5": false,
      "raum": 457466188.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5456638.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1608442.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150374",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}