Paulson Wealth Management

Paulson Wealth Management

David Paulson established the firm in 2009 as a registered investment advisor in Wheaton, Illinois, a western suburb of Chicago. The practice grew from a solo advisory model into a boutique serving individuals, trusts, and corporate accounts across the Chicago metro area. Regulatory filings confirm the firm has operated continuously under its current RIA registration since inception, maintaining its base in DuPage County. Paulson Wealth Management constructs client portfolios across equities, fixed income, and mutual funds, with a fee-only model centered on customized financial planning. The firm's Form ADV filings indicate a predominantly retail client base, with services split between discretionary portfolio management and non-discretionary advisory engagements. Typical portfolio construction leans on third-party research and asset-allocation frameworks rather than proprietary strategies, and the practice does not sponsor its own fund vehicles. Geographic concentration remains Illinois and neighboring Midwestern states, consistent with a locally anchored relationship model. The firm maintains a lean structure with a small team of advisors and support staff operating from a single location in Wheaton. No spinouts, family foundation separations, or adjacent operating businesses are publicly associated with the entity. As a discipline, the firm runs without institutional client accounts, which differentiates it from many RIAs of similar vintage that migrated toward the OCIO or family-office space. This retail focus, sustained over more than a decade without acquisitions or platform consolidation, preserves a direct principal-to-client relationship uncommon at larger aggregator-backed advisory platforms.