P
Paulson Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,265,306
Clients
9
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$696,145
About
Paulson Private Wealth LLC is a fee-only registered investment adviser that provides wealth management and financial planning to individuals and high‑net‑worth clients; as of March 2026 it manages roughly $6.3 million across nine client relationships. Services described in the brochure include discretionary investment management, written financial planning, and coordination with outside professionals such as attorneys and tax advisors.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, blending passive and active strategies across stocks, bonds, mutual funds, ETFs, and, when appropriate, alternative investments. Portfolios may be implemented using Separately Managed Accounts, outside managers, and Schwab model portfolios; clients typically grant limited discretionary authority while retaining the ability to impose written restrictions and receive periodic reviews.
Noteworthy features for a solo, recently formed practice include the principal’s multiple advanced credentials (CFP®, CFA®, CPWA®), a concentration on high‑net‑worth clients rather than non‑HNW individual households, and operational choices to execute client trades on an individualized basis rather than aggregating block trades. The firm also emphasizes a reliance on Schwab’s institutional platform and third‑party managers rather than proprietary investment products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
Retirement income strategy
Wealth management
Fee options
$0 - $250,000: 1.00% $250,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.70% $4,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $250,000 Fee-only: Fixed fee of $4,000 - $6,000 for Financial Planning
Main office location
Paulson Private Wealth LLC
Norwalk CT, United States
Number of offices
1
Most active in
Paulson Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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