|
⚲
|
| Paulson Wealth Management Inc
✚
| |
|---|---|
| CRD # | 150374 |
| SEC # | 801-109996 |
| CIK # | 0001731878 |
| AUM | $489.4 MM (2024-03-26) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 630-517-2950 |
| Address | 207 Reber Street Wheaton, IL 60187 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 22.8 | |
| MSFT | 1,918,222.4 | 2.9 | |
| JPM | 340,169.2 | 2.0 | |
| LAZ | 3,269.7 | 1.9 | |
| UNH | 477,004.0 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 99.6 |
| (b) Individuals (high net worth individuals) | 123 | 385.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.1 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,621 | 489.4 |
| By Discretionary | ||
| Discretionary | 1,475 | 461.7 |
| Non-Discretionary | 146 | 27.7 |
| Total | 1,621 | 489.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.4 | |
| Total | 1,621 | 489.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731878] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Miramar Capital LLC
✚
|
IL | 0.5 |
|
Brave Asset Management Inc
✚
|
NJ | 0.5 |
|
The Central Trust Bank
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|
MO | 0.5 |
|
Hamel Associates Inc
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|
NJ | 0.5 |
|
Bright Financial Advisors Inc
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|
MI | 0.5 |
|
Kelly Financial Services LLC
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|
MA | 0.5 |
|
Phoenix Wealth Advisors Inc
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|
NC | 0.5 |
|
Fischer Financial Services Inc
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|
PA | 0.5 |
|
BGM Wealth Partners LLC
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|
MN | 0.5 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.5 |