A complete list of active advisors currently associated with Paulson Private Wealth LLC

Warmer can help you find a great advisor at Paulson Private Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Paulson Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.