Paulson Wealth Management Inc.

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Client assets under management

$551,876,800

Clients

379

41% high-net worth

Advisors

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

126

Very High

Average account size

$1,456,139

About

Paulson Wealth Management serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and other advisers, overseeing roughly $559 million in client assets. The firm provides comprehensive portfolio management that incorporates financial planning, standalone financial planning and consulting, sub‑advisory services, and acts as a sponsor of a wrap‑fee program.

Its investment process is a top‑down, risk‑weighted approach built from an equal‑weighted basket of major equity indices, typically implemented using equity index ETFs and selected individual positions, with balanced and fixed‑income sleeves used primarily to reduce volatility. The firm also employs active options strategies—most notably a disciplined covered‑call program driven by a proprietary dynamic algorithm and occasional use of puts or early option buybacks—and generally manages discretionary accounts with regular reviews.

Distinctive features include sponsorship of a wrap program in which the firm absorbs certain custodian program fees, the documented use of derivatives and equity options in separately managed accounts, and a recent business development profile that notes the 2023 acquisition of another advisory practice and material‑change disclosures (including an office relocation and an explicit update addressing AI‑related risks). These operational and strategy elements differentiate the firm from many peers in its category.

Client services

Financial planning Portfolio management Selection of other advisers

Advisory consulting and asset allocation services

Expertise

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning and consulting services ranging from $3,500 to $10,000

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.15% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $15,000,000: 0.75% $15,000,000 - $25,000,000: 0.65% $25,000,000 - $45,000,000: 0.55% $45,000,000 - $65,000,000: 0.45% $65,000,000 - $100,000,000: 0.35% $100,000,000+: 0.25%

Commissions

Commission-based compensation from insurance product sales by licensed insurance agents affiliated with the firm, separate from advisory fees

Project-based

$350 per hour for financial planning and consulting services when engaged separately

Other

Account minimum: $5,000 Minimum fee: Minimum fee of $5,000 per year for portfolio management services Fee-only: Financial planning and consulting fees charged separately on hourly or flat fee basis: hourly rate $350; flat fees generally range from $3,500 to $10,000

Main office location

Paulson Wealth Management Inc.

222 Lakeview Ave, Suite 800

West Palm Beach FL 33401, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Michigan · Nevada · North Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 407-957-0074

Advisors at this firm

Nathan P

CFP®, Series 66

West Palm Beach, FL

Paulson Wealth Management Inc.

Nathan Paulson is a CFP® and Series 66 licensed advisor with 21 years of industry experience. He has been with Paulson Wealth Management Inc. since 2015 and previously worked at Comprehensive Asset Management and Servicing, Inc. He serves as CEO of Storm827 Holdings, LLC, a holding company focused on estate planning, and holds board positions with Monomyth LLC and Monomyth Anovion LLC. Paulson Wealth Management is a registered investment adviser managing approximately $503.8 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and other advisers. The firm employs a top-down, risk-weighted investment approach using ETFs, individual equities, investment-grade bonds, and proprietary option strategies, and it also sponsors a wrap fee program and provides sub-advisory services to other RIAs.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy Real estate investing Founder/Business Owner

William F

CFP®

Wheaton, IL

Paulson Wealth Management Inc.

William Fan is a CFP® professional with one year of industry experience, currently serving at Paulson Wealth Management Inc. Prior to joining the firm, he worked in educational roles at Calvin University and Wheaton Academy. Paulson Wealth Management is a registered investment adviser managing over $500 million for a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs a top-down, risk-weighted investment approach with active options strategies and serves as both a wrap fee program sponsor and sub-adviser to other RIAs.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy Real estate investing Founder/Business Owner

Jeffrey H

CFP®

West Palm Beach, FL

Paulson Wealth Management Inc.

Jeffrey Hoang is a CFP® professional at Paulson Wealth Management Inc. with three years of industry experience. Prior to joining Paulson Wealth Management in 2023, he worked at Zehnder Wealth Management LLC from 2020 to 2023. Paulson Wealth Management manages over $500 million for a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs a top-down, risk-weighted investment approach incorporating ETFs, equities, fixed income, and proprietary options strategies, and serves as both a wrap fee program sponsor and sub-adviser to other registered investment advisers.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy Real estate investing Founder/Business Owner

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