Paulson Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paulson Wealth Management provides advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans, corporations, and other registered advisers. The firm offers comprehensive portfolio management that includes integrated financial planning and standalone planning and consulting, and reported approximately $559 million in assets under management as of December 31, 2025; it also completed an acquisition of another advisory practice in 2023 that moved clients onto its platform.
The firm’s investment process emphasizes diversified, index‑based equity allocations constructed from a small number of equity index ETFs and a top‑down, risk‑weighted approach, with separate equity, balanced, and fixed‑income sleeves and periodic rebalancing. Its management includes active option strategies — notably a disciplined covered‑call program implemented through a proprietary algorithm — and the firm may use option spreads and margin when appropriate.
Noteworthy distinctions relative to many peers include acting as the sponsor of a wrap‑fee program (absorbing custodian program fees for participating accounts) and offering sub‑advisory services to other advisers under a separate brand. The firm’s most recent ADV amendment discloses a material change to its minimum fee schedule, and it discloses that some advisory personnel are licensed insurance agents who may receive commission compensation outside the firm’s advisory fees.
Client services
Expertise
Fee options
Flat fees for financial planning services generally range from $3,500 to $10,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.75% $15,000,001 - $25,000,000: 0.65% $25,000,001 - $45,000,000: 0.55% $45,000,001 - $65,000,000: 0.45% $65,000,001 - $100,000,000: 0.35% $100,000,001+: 0.25%
Insurance commissions earned by licensed insurance agents affiliated with the firm
Hourly consulting services charged at $350 per hour
Account minimum: $1,000,000 Minimum fee: Minimum fee of $13,500 per year for portfolio management services Fee-only: Financial planning and consulting fees charged separately on an hourly rate of $350 or flat fee basis ranging from $3,500 to $10,000
Main office
See office222 Lakeview Ave, Suite 800
West Palm Beach FL 33401
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Michigan · Nevada · North Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
3 Rd Stream Portfolios · Paulson Wealth Management Inc. · Paulson Wealth Management LLC · Pwm LLC · Zehnder Wealth Management
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.
Quick links
Advisors at this firm
Nathan P
CFP®, Series 66
West Palm Beach, FL
Paulson Wealth Management Inc.
Nathan Paulson is a CFP® with 22 years of industry experience and currently serves at Paulson Wealth Management Inc., where he has worked since 2015. His prior experience includes roles at Comprehensive Asset Management and Servicing, Inc. and UBS Financial Services. Paulson is also CEO of a holding company focused on estate planning and serves as a board member and investor for private holding companies. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers, managing approximately $559 million in assets. The firm employs a diversified, index-based investment approach with active option strategies and offers wrap-fee and sub-advisory programs.
William F
CFP®
Wheaton, IL
Paulson Wealth Management Inc.
William Fan is a CFP® professional at Paulson Wealth Management Inc. in Wheaton, IL, with one year of industry experience. Prior to joining Paulson Wealth Management in 2022, he worked at Calvin University and Wheaton Academy. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm employs a diversified, index-based investment approach with active option strategies and offers comprehensive portfolio management including integrated financial planning.
Jeffrey H
CFP®
West Palm Beach, FL
Paulson Wealth Management Inc.
Jeffrey Hoang is a CFP® professional with three years of industry experience. He currently works at Paulson Wealth Management Inc. and previously worked at Zehnder Wealth Management LLC and Mobilization Funding LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers. The firm focuses on diversified, index-based equity allocations combined with active option strategies, managing approximately $559 million in assets.
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