PAULSON WEALTH MANAGEMENT INC. - Financial Advisor in Illinois, Wheaton

Tel: 630-517-2950 207 Reber Street Suite 100 Wheaton, Illinois 60187

About PAULSON WEALTH MANAGEMENT INC.

PAULSON WEALTH MANAGEMENT INC. is a Wheaton, Illinois based financial advisory firm with nearly $489,430,333 in assets under management and provides investment advisory services for 1621 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

150374

Firm SEC#:

801-109996

Assets Under Management:

$489,430,333

No. of Clients:

1621

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVISORY CONSULTING AND ASSET ALLOCATION SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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