Paulson Wealth Management is an investment advisor in Wheaton with $261.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473668743
SEC advisor number
801-109996
FINRA CRD number
150374
AUM ?
$489.43 mm
(as of 26 Mar 24)
Accounts
1,621
(as of 26 Mar 24)
Employees
11
(4 investment advisory or research)
Address
Paulson Wealth Management
207 REBER STREET
SUITE 100
WHEATON
IL 61087
207 REBER STREET
SUITE 100
WHEATON
IL 61087
Phone
630-517-2950
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22