Paulson Wealth Management Revenue
Financial Services • 
222 Lakeview Avenue, Suite 800, United States • 11-20 Employees
Paulson Wealth Management revenue & valuation
| Annual revenue | $107,393 |
| Revenue per employee | $10,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $343,657 |
| Total funding | No funding |
Key Contact at Paulson Wealth Management
Lynette Wheeler
Director Of Client Care
Company overview
| Headquarters | 222 Lakeview Avenue, Suite 800, West Palm Beach, FL 33401, US |
| Phone number | +16305172950 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Financial Advisor, Tax Planning, Wealth Preservation, Family Office, Wealth Transfer Planning, Wealth Management, IRA, Cash Flow Management, Executive Compensation, Retirement Planning, Compliance, Financial Planning, Estate Planning, Investment Management, Philanthropy, Legacy, Tax Optimization, Investment Risk Management, Budget Planning, 401K Conversion |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Paulson Wealth Management Email Formats
Paulson Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@paulsonwealth.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@paulsonwealth.com | 57.1% |
{first initial}{last name} | jdoe@paulsonwealth.com | 28.6% |
{first initial} | j@paulsonwealth.com | 14.3% |
About Paulson Wealth Management
At Paulson Wealth Management, we take pride in delivering exceptional, comprehensive financial services, meticulously tailored to meet the unique needs of each client. Our mission is to provide an integrated approach to financial well-being, empowering every client to achieve their goals and secure their financial future. Financial Planning & Investment Management Our Financial Planning services provide peace of mind through meticulous and personalized strategies. We understand that every client has distinct goals, and our expert advisors are committed to crafting customized plans that address every aspect of your financial life. Wealth Management & Tax Preparation We offer a broad array of services designed to maximize your wealth potential and tax efficiency to optimize your financial future. Recognizing that each client's financial journey is unique, we tailor our solutions to meet those needs. Family Office Services Our Family Office Services manage the complex financial, legal, tax, and personal needs of high-net-worth families. We offer a holistic and personalized suite of services catering to the unique challenges faced by affluent families. At Paulson Wealth Management, we believe in providing comprehensive financial services to individuals and families who benefit from advanced financial strategies. Our integrated approach ensures every client benefits from a holistic and personalized strategy, guiding them towards long-term financial success and security. Ready to take the next step? - Call us direct at 630-517-2950. - Click the 'Get Started' button on our LinkedIn page to reach out directly. - Follow Our LinkedIn page and stay updated with the latest insights and news. - Visit our website at paulsonwealth.com to learn more about our comprehensive services designed for your financial success.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Paulson Wealth Management has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Paulson Wealth Management has never raised funding before.
Paulson Wealth Management Tech Stack
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