PAULSON WEALTH MANAGEMENT INC.

CRD 150374 · SEC 801-109996

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222 LAKEVIEW AVE, SUITE 800, WEST PALM BEACH, FL, 33401, United States

Phone

407-957-0074

Fax

630-517-2951

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$558.9M

Discretionary AUM

$535.5M

Team

11 total employees; 5 advisory reps; 1 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVISORY CONSULTING AND ASSET ALLOCATION SERVICES

Client types

Type	Clients	AUM
Individuals	223	$94.4M
High net worth individuals	156	$457.5M

States served

AZ, CA, CO, GA, IL, MI, NV, NC, TN, VA, WI, WA, TX, FL

All web addresses on file

https://www.linkedin.com/company/3rd-stream-portfolios/about/
HTTPS://WWW.LINKEDIN.COM/COMPANY/PAULSON-WEALTH-MANAGEMENT/
HTTP://WWW.PAULSONWEALTH.COM/

Official SEC filing: View on IAPD