# Paulson Wealth Management

Paulson Wealth Management is a Bank / Wealth / Trust based in West Palm Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Palm Beach, United States
- **Region:** North America
- **Address:** Wheaton, IL, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** paulsonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/350341

## Regulatory record

- **CRD number:** 150374
- **SEC file number:** 801-109996
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150374

## About

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.

## Questions

### How does the firm charge for its services?

The firm operates on a fee-only basis, charging clients based on a percentage of assets under management for discretionary accounts, with fixed or hourly fees applying to financial planning and non-discretionary advisory engagements. This structure is standard for independent RIAs and avoids commission-based conflicts.

### What types of clients does Paulson Wealth Management serve?

Regulatory filings indicate the practice serves individuals, high-net-worth individuals, trusts, estates, and corporate accounts. The client base is concentrated in the Chicago metropolitan area and broader Midwest, reflecting the firm's relationship-driven, locally anchored model.

### Does the firm manage institutional capital or pooled investment vehicles?

No. Paulson Wealth Management does not sponsor pooled investment vehicles, nor does it serve institutional clients such as pension funds, endowments, or foundations. The firm's mandate is exclusively retail, focused on direct advisory relationships with individual and trust accounts.

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Last updated: 2026-06-03T20:00:00.000Z

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