WF
William Y. Fan
PAULSON WEALTH MANAGEMENT
WHEATON, IL 60187
Some features on this profile are disabled
CRD#: 7392428
WF
Professional summary
William Yao Fan, who also goes by William Fan, is a registered financial advisor currently at PAULSON WEALTH MANAGEMENT INC. located in Wheaton, Illinois.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. William has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Fan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Yao Fan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 18, 2025 - Present
PAULSON WEALTH MANAGEMENT INC.
Office #1: 207 Reber Street Suite 100, Wheaton, IL 60187RIA
CRD#: 150374
WHEATON, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PAULSON WEALTH MANAGEMENT INC.
3RD STREAM PORTFOLIOS | ZEHNDER WEALTH MANAGEMENT | PWM LLC | PAULSON WEALTH MANAGEMENT LLC | PAULSON WEALTH MANAGEMENT INC.
CRD#: 150374 / SEC#: 801-109996
RIA
Registered Investment Advisory firm - (3/17/2017 Approved)Alabama
Registered Investment Advisory firm - (12/28/2015 Terminated)Georgia
Registered Investment Advisory firm - (3/27/2017 Terminated)Illinois
Registered Investment Advisory firm - (3/17/2017 Terminated)Michigan
Registered Investment Advisory firm - (4/12/2017 Terminated)Texas
Registered Investment Advisory firm - (3/24/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(2/18/2025)
Exams
Current Firm
PW
PAULSON WEALTH MANAGEMENT INC.
3RD STREAM PORTFOLIOS | ZEHNDER WEALTH MANAGEMENT | PWM LLC | PAULSON WEALTH MANAGEMENT LLC | PAULSON WEALTH MANAGEMENT INC.
CRD#: 150374 / SEC#: 801-109996
RIA
Registered Investment Advisory firm - (3/17/2017 Approved)Alabama
Registered Investment Advisory firm - (12/28/2015 Terminated)Georgia
Registered Investment Advisory firm - (3/27/2017 Terminated)Illinois
Registered Investment Advisory firm - (3/17/2017 Terminated)Michigan
Registered Investment Advisory firm - (4/12/2017 Terminated)Texas
Registered Investment Advisory firm - (3/24/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 Lakeview Ave Suite 800, West Palm Beach, FL 33401
Mailing Address
Phone number
(407) 957-0074
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,616 |
| AUM (Assets Under Management) | $ 503,802,348 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
