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PAULSON WEALTH MANAGEMENT INC.

WEST PALM BEACH, FL · CRD 150374 · IAPD ↗ · 407-957-0074

$558.9MRegulatory AUM
5Advisory reps
11Employees
1Clients
251-500Planning clients
0Private funds
14States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — PAULSON WEALTH MANAGEMENT INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
June 2025 — PAULSON WEALTH MANAGEMENT INC. moved its main office from WHEATON, IL to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — PAULSON WEALTH MANAGEMENT INC.'s Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2025 — PAULSON WEALTH MANAGEMENT INC. crossed $500M in regulatory AUM ($489.4M -> $503.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — PAULSON WEALTH MANAGEMENT INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — PAULSON WEALTH MANAGEMENT INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2024 — PAULSON WEALTH MANAGEMENT INC. reported RAUM up 87% ($261.5M -> $489.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.