SourcingSourcing

PAULSON WEALTH MANAGEMENT INC.

C26
CRD 150374·SEC 801-109996·WEST PALM BEACH, FL
AUM
$558.9M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PAULSON WEALTH MANAGEMENT INC.
CRD
150374
SEC file #
801-109996
EIN
473668743
DBA names
—

Economics

AUM
$558.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$179.8M → $558.9M▲ +211%
Client mix
Individuals Other223
Individuals High Net Worth156

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/3rd-stream-portfolios/about(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAULSON, NATHAN, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PAULSON, NATHAN, ROBERT
Dumais, Crista, Shay
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:paulson.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
20,569
Form 5500 Compensation Trajectory 3y
202520,569
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
20,569
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001731878
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-03-01
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001172661-26-001633

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
222 LAKEVIEW AVE.SUITE 800WEST PALM BEACH, FL 33401
Business
222 LAKEVIEW AVE.SUITE 800WEST PALM BEACH, FL 33401
Edgar EIN
473668743
Edgar Recent Filings
13F-HR2026-05-08 · 0001172661-26-001633
13F-HR2026-02-05 · 0001172661-26-000481
Firm Has Custody
No
Mailing Office Differs
Yes
Top Owner CRD
4799867
Trust Company Affiliate
No

People (4)

4
PAULSON, NATHAN, ROBERT
IAR · Direct Owner · 87.5%
4799867
Crista Shay Dumais
Executive Officer · 2.5%
5700306
Jeffrey Hoang
IAR
8083130
William Yao Fan
IAR
7392428