PAULSON WEALTH MANAGEMENT INC.

CRD 150374File 801-109996

APPROVED

Retail clients

Disclosure events

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$558.9M

Above cohort median (national)

Discretionary AUM

$535.5M

Non-discretionary $23.4M

Clients

379

1,493 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Mar 17, 2017
Principal office: 222 LAKEVIEW AVE, SUITE 800, WEST PALM BEACH, FL, 33401
Phone: 407-957-0074
Website: https://www.linkedin.com/company/3rd-stream-portfolios/about/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $558.9M
Discretionary AUM: $535.5M
Non-discretionary AUM: $23.4M
Discretionary accounts: 1,384
Non-discretionary accounts: 109
Total accounts: 1,493
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.6M
High net worth individuals	156	$457.5M
Pension and profit sharing plans	Fewer than 5	$5.5M
Individuals (other than high net worth individuals)	223	$94.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.