PAULSON WEALTH MANAGEMENT INC.
CRD #150374 SEC #801-109996 WEST PALM BEACH, FL 407-957-0074
SEC Registered Disclosures
Total AUM
$503.8M
Discretionary
$481.4M
Employees
11
Clients
251
Accounts
1,616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $503.8M | $481.4M | $22.4M | 11 | 1 |
| Jun 2025 | $503.8M | $481.4M | $22.4M | 11 | 1 |
| Jun 2025 | $503.8M | $481.4M | $22.4M | 11 | 1 |
| May 2025 | $503.8M | $481.4M | $22.4M | 11 | 1 |
| Mar 2025 | $503.8M | $481.4M | $22.4M | 11 | 1 |
| Feb 2025 | $489.4M | $461.7M | $27.7M | 11 | 0 |
| Mar 2024 | $489.4M | $461.7M | $27.7M | 11 | 0 |
| Oct 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| Sep 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| Jul 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| May 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| May 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| Mar 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| Feb 2023 | $261.5M | $233.2M | $28.2M | 8 | 1 |
| Oct 2022 | $290.5M | $264.1M | $26.4M | 8 | 1 |
| Oct 2022 | $290.5M | $264.1M | $26.4M | 8 | 1 |
| Sep 2022 | $290.5M | $264.1M | $26.4M | 8 | 1 |
| Sep 2022 | $290.5M | $264.1M | $26.4M | 7 | 1 |
| Mar 2022 | $290.5M | $264.1M | $26.4M | 7 | 1 |
| Oct 2021 | $252.4M | $237.8M | $14.6M | 5 | 0 |
| Aug 2021 | $252.4M | $237.8M | $14.6M | 5 | 0 |
| Mar 2021 | $252.4M | $237.8M | $14.6M | 5 | 0 |
| Dec 2020 | $202.2M | $184.4M | $17.8M | 7 | 0 |
| Oct 2020 | $202.2M | $184.4M | $17.8M | 7 | 0 |
| Jun 2020 | $202.2M | $184.4M | $17.8M | 7 | 0 |
| Feb 2020 | $202.2M | $184.4M | $17.8M | 7 | 0 |
| May 2019 | $179.8M | $131.9M | $47.8M | 6 | 0 |
| Mar 2019 | $179.8M | $131.9M | $47.8M | 6 | 0 |
| Mar 2018 | $167.9M | $147.8M | $20.1M | 6 | 0 |
| Feb 2018 | $167.9M | $147.8M | $20.1M | 6 | 0 |
| Aug 2017 | $153.6M | $134.6M | $19M | 5 | 26 |
| Apr 2017 | $129.9M | $114.7M | $15.2M | 5 | 26 |
| Feb 2017 | $129.9M | $114.7M | $15.2M | 5 | 26 |
| May 2013 | $63.1M | $63.1M | $0 | 4 | 26 |
| Apr 2013 | $63.1M | $63.1M | $0 | 4 | 26 |
| Apr 2013 | $63.1M | $63.1M | $0 | 4 | 26 |
| Mar 2013 | $63.1M | $63.1M | $0 | 3 | 26 |
| Oct 2012 | $94.5M | $56M | $38.5M | 3 | 26 |
| May 2012 | $94.5M | $56M | $38.5M | 1 | 26 |
| Mar 2012 | $94.5M | $56M | $38.5M | 1 | 26 |
| Jun 2011 | $45.9M | $41.9M | $4M | 5 | -- |
| Mar 2011 | $45.9M | $41.9M | $4M | 5 | -- |
| Jan 2010 | $31M | $24M | $7M | 5 | -- |
| Sep 2009 | $31.1M | $23.6M | $7.5M | 5 | -- |
DateOct 2025
Total AUM$503.8M
Discretionary$481.4M
Non-Disc.$22.4M
Employees11
Clients1
DateJun 2025
Total AUM$503.8M
Discretionary$481.4M
Non-Disc.$22.4M
Employees11
Clients1
DateJun 2025
Total AUM$503.8M
Discretionary$481.4M
Non-Disc.$22.4M
Employees11
Clients1
DateMay 2025
Total AUM$503.8M
Discretionary$481.4M
Non-Disc.$22.4M
Employees11
Clients1
DateMar 2025
Total AUM$503.8M
Discretionary$481.4M
Non-Disc.$22.4M
Employees11
Clients1
DateFeb 2025
Total AUM$489.4M
Discretionary$461.7M
Non-Disc.$27.7M
Employees11
Clients0
DateMar 2024
Total AUM$489.4M
Discretionary$461.7M
Non-Disc.$27.7M
Employees11
Clients0
DateOct 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateSep 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateJul 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateMay 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateMay 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateMar 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateFeb 2023
Total AUM$261.5M
Discretionary$233.2M
Non-Disc.$28.2M
Employees8
Clients1
DateOct 2022
Total AUM$290.5M
Discretionary$264.1M
Non-Disc.$26.4M
Employees8
Clients1
DateOct 2022
Total AUM$290.5M
Discretionary$264.1M
Non-Disc.$26.4M
Employees8
Clients1
DateSep 2022
Total AUM$290.5M
Discretionary$264.1M
Non-Disc.$26.4M
Employees8
Clients1
DateSep 2022
Total AUM$290.5M
Discretionary$264.1M
Non-Disc.$26.4M
Employees7
Clients1
DateMar 2022
Total AUM$290.5M
Discretionary$264.1M
Non-Disc.$26.4M
Employees7
Clients1
DateOct 2021
Total AUM$252.4M
Discretionary$237.8M
Non-Disc.$14.6M
Employees5
Clients0
DateAug 2021
Total AUM$252.4M
Discretionary$237.8M
Non-Disc.$14.6M
Employees5
Clients0
DateMar 2021
Total AUM$252.4M
Discretionary$237.8M
Non-Disc.$14.6M
Employees5
Clients0
DateDec 2020
Total AUM$202.2M
Discretionary$184.4M
Non-Disc.$17.8M
Employees7
Clients0
DateOct 2020
Total AUM$202.2M
Discretionary$184.4M
Non-Disc.$17.8M
Employees7
Clients0
DateJun 2020
Total AUM$202.2M
Discretionary$184.4M
Non-Disc.$17.8M
Employees7
Clients0
DateFeb 2020
Total AUM$202.2M
Discretionary$184.4M
Non-Disc.$17.8M
Employees7
Clients0
DateMay 2019
Total AUM$179.8M
Discretionary$131.9M
Non-Disc.$47.8M
Employees6
Clients0
DateMar 2019
Total AUM$179.8M
Discretionary$131.9M
Non-Disc.$47.8M
Employees6
Clients0
DateMar 2018
Total AUM$167.9M
Discretionary$147.8M
Non-Disc.$20.1M
Employees6
Clients0
DateFeb 2018
Total AUM$167.9M
Discretionary$147.8M
Non-Disc.$20.1M
Employees6
Clients0
DateAug 2017
Total AUM$153.6M
Discretionary$134.6M
Non-Disc.$19M
Employees5
Clients26
DateApr 2017
Total AUM$129.9M
Discretionary$114.7M
Non-Disc.$15.2M
Employees5
Clients26
DateFeb 2017
Total AUM$129.9M
Discretionary$114.7M
Non-Disc.$15.2M
Employees5
Clients26
DateMay 2013
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees4
Clients26
DateApr 2013
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees4
Clients26
DateApr 2013
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees3
Clients26
DateOct 2012
Total AUM$94.5M
Discretionary$56M
Non-Disc.$38.5M
Employees3
Clients26
DateMay 2012
Total AUM$94.5M
Discretionary$56M
Non-Disc.$38.5M
Employees1
Clients26
DateMar 2012
Total AUM$94.5M
Discretionary$56M
Non-Disc.$38.5M
Employees1
Clients26
DateJun 2011
Total AUM$45.9M
Discretionary$41.9M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$45.9M
Discretionary$41.9M
Non-Disc.$4M
Employees5
Clients--
DateJan 2010
Total AUM$31M
Discretionary$24M
Non-Disc.$7M
Employees5
Clients--
DateSep 2009
Total AUM$31.1M
Discretionary$23.6M
Non-Disc.$7.5M
Employees5
Clients--