Paulson Wealth Management Inc.
- Regulatory AUM
- $559M
- Discretionary
- $536M
- Clients
- 379
- Avg AUM / client
- $1.5M
- Accounts
- 1,493
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $94.4M | 16.9% |
| High net worth individuals | 156 | $457M | 81.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.5M | 0.98% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.29% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Robert Paulson | President | CFP | Oct 2012 (14y) | 75% or more |
| Dumais, Crista, Shay | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| William Yao Fan | Registered representative | CFP | Feb 2025 (1y) | |
| Jeffrey Hoang | Registered representative | CFP | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: PRIOR TO RESPONDENT'S MARCH 30, 2015 REGISTRATION APPROVAL WITH THE COMMISSIONER, THE RESPONDENT RECEIVED QUARTERLY MANAGEMENT FEES FROM CLIENTS, WHO WERE GEORGIA RESIDENTS, DURING JULY 2014, AND OCTOBER 2014, IN VIOLATION OF THE STATE'S INVESTMENT ADVISER REGISTRATION REQUIREMENTS SET FORTH UNDER O.C.G.A. § 10-5-32(A). Status: Final Sanction Detail: RESPONDENT WAS ORDERED TO PAY THE SUM OF $3,500 ($2,500 CIVIL PENALTY FINE AND $1,000 PAYMENT TO REIMBURSE THE COMMISSIONER FOR ITS INVESTIGATIVE COSTS). Summary: FULL PAYMENT WAS MADE ON 09/06/2016.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $524M (94% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗