RIA Intel›Advisers›Florida›PAULSON WEALTH MANAGEMENT INC.

PAULSON WEALTH MANAGEMENT INC.

Advisory

N·WEST PALM BEACH, FL

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$559M

1-Year AUM Growth

+87.2%

3-Year CAGR

+24.8%

Employees

5

Assets Under Management

Total AUM$559M

Discretionary AUM$536M

Non-Discretionary AUM$23M

Discretionary %95.8%

Total Clients390

Team

Total Employees5

Investment Advisers11

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record40

First FilingJun 4, 2009

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PAULSON WEALTH MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.