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| Paulson Wealth Management Inc
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|---|---|
| CRD # | 150374 |
| SEC # | 801-109996 |
| CIK # | 0001731878 |
| AUM | 558.9 M (2026-03-30) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 407-957-0074 |
| Address | 222 Lakeview Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.2 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Lazard Ltd | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 94.4 |
| (b) Individuals (high net worth individuals) | 156 | 457.5 |
| (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 | 0 | 5.5 |
| (h) Charitable organizations | 0 | 1.6 |
| (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 | 1,493 | 558.9 |
| By Discretionary | ||
| Discretionary | 1,384 | 535.5 |
| Non-Discretionary | 109 | 23.4 |
| Total | 1,493 | 558.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 558.9 | |
| Total | 1,493 | 558.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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