Paulson Wealth Management is a registered investment advisory firm that specializes in providing financial planning, investment management, and wealth transfer planning services for institutions, individuals, and their families. The overriding mission of Paulson Wealth Management is to build long lasting relationships with our Clients and their families, focusing on stewardship rather than salesmanship, helping them to grow, manage, and transfer their wealth.
View Top Employees from Paulson Wealth Management| Website | http://www.paulsonwealth.com |
| Revenue | $29 million |
| Employees | 12 (12 on RocketReach) |
| Founded | 2009 |
| Address | 207 Reber St. Suite 100, Wheaton, Illinois 60187, US |
| Phone | (630) 517-2950 |
| Fax | (630) 517-2951 |
| Technologies |
JavaScript,
HTML,
Twitter
+34 more
(view full list)
|
| Industry | Financial Services, Wealth Management, Business Services General, Business Services, Investment Management, Wealth Transfer Planning, Philanthropy, Financial Planning |
| Competitors | California Business Bank, City National Bank, Concierge Wealth Management Group, Optivest Wealth Management, Plancorp, LLC |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies |
Looking for a particular Paulson Wealth Management employee's phone or email?
Paulson Wealth Management Questions
The Paulson Wealth Management annual revenue was $29 million in 2024.
Nathan Paulson is the President of Paulson Wealth Management.
12 people are employed at Paulson Wealth Management.
Paulson Wealth Management is based in Wheaton, Illinois.
The NAICS codes for Paulson Wealth Management are [5611, 561, 561110, 56, 56111].
The SIC codes for Paulson Wealth Management are [87, 874].
Top Paulson Wealth Management Employees
-
13
-
View
Ryan Kaczmarek
Associate Advisor at Paulson Wealth Management
Hoffman Estates, Illinois, United States15+ -
1
-
42
-
1
-
21
-
Related Companies
