# PAULSON WEALTH MANAGEMENT INC.

PAULSON WEALTH MANAGEMENT INC. of WEST PALM BEACH, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 150374
- Type: SEC-registered investment adviser
- SEC file number: 801-109996
- Location: 222 LAKEVIEW AVE, SUITE 800, WEST PALM BEACH, FL, 33401
- Phone: 407-957-0074
- Latest filing: 2026-07-16
- Regulatory AUM: $558.9M
- Discretionary AUM: $535.5M
- Non-discretionary AUM: $23.4M
- Clients: 11
- Accounts: 1,493

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Nathan Robert Paulson | CEO; PRESIDENT | — |
| Crista Shay Dumais | CHIEF COMPLIANCE OFFICER | — |
| PAULSON JACQUELINE MARIE | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| PAULSON NATHAN ROBERT | MANAGER/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| DUMAIS CRISTA SHAY | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-02-01 | regulatory | PWM RECEIVED A CUSTOMER COMPLAINT/DISPUTE AND A STATEMENT OF CLAIM WAS SUBMITTED TO FINRA. PWM DENIES ALL CLAIMS AND FINRA ARBITRATION PROCEEDINGS ARE IN PROCESS. ADV PAR I ITEM 11. G. WAS ANSWERED YES BECAUSE THIS ISSUE HAS NOT BEEN RESOLVED, BUT COULD RESULT IN A DISCLOSURE. | Pending | — |
| 2015-11-20 | regulatory | 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… | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150374/similar
- Related entities: https://search.stillhousedata.com/firm/150374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150374

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.