Paulson Wealth Management Inc.

Paulson Wealth Management Inc. (CRD# 150374) is a financial advisory firm headquartered in Wheaton, IL. They manage $489,430,333 in 1,621 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
207 Reber Street, Suite 100, Wheaton, IL 60187
https://www.linkedin.com/company/3rd-stream-portfolios/about/
By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    1,621
    ACCOUNTS
  • Average Account Value
    $301,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Paulson Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Holly Daniel, financial advisor Wheaton IL
Holly S. Daniel
CRD#: 2644490
207 Reber Street, Suite 100, Wheaton, IL 60187

Holly Daniel (CRD# 2644490) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 12 years of experience in the finance industry.

2
Nathan Paulson, financial advisor Wheaton IL
Nathan R. Paulson
CRD#: 4799867
207 Reber Street, Suite 100, Wheaton, IL 60187

Nathan Paulson (CRD# 4799867) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 19 years of experience in the finance industry.

3
Ryan Kaczmarek, financial advisor Wheaton IL
Ryan L. Kaczmarek
CRD#: 7218469
207 Reber Street, Suite 100, Wheaton, IL 60187

Ryan Kaczmarek (CRD# 7218469) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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