Paulson Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Norwalk CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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