Inactive

William Yao Fan

Paulson Wealth Management Inc.

West Palm Beach, FL

CRD 7392428

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Employer firm

Paulson Wealth Management Inc. CRD 150374

$559M regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
ADVISORY CONSULTING AND ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Paulson Wealth Management Inc.

222 Lakeview Ave Suite 800, West Palm Beach, FL 33401 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-02-18

IL RA
APPROVED

Since 2025-02-18

Branch Locations

207 Reber Street Suite 100, Wheaton, IL 60187 • United States

222 Lakeview Ave Suite 800, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wheaton Academy	West Chicago	IL	08/2014	06/2018
Calvin University	Grand Rapids	MI	09/2018	04/2022
Paulson Wealth Management Inc.	Wheaton	IL	06/2022	Present

08/2014 → 06/2018

Wheaton Academy

West Chicago, IL
09/2018 → 04/2022

Calvin University

Grand Rapids, MI
06/2022 → Present

Paulson Wealth Management Inc.

Wheaton, IL

Designations

Certified Financial Planner

Other Names

William Fan

View on SEC IAPD

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