# Paulson Wealth Mobile

> Mobile access to financial account valuation, performance, and goal planning. (iPhone/iPad app by Paulson Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/paulson-wealth-mobile/id1006714886 (this page in markdown: same URL + `.md`)
- Developer: [Paulson Wealth Management, LLC](https://appshunter.io/developer/1006714885)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 54 MB
- Languages: American English
- Released: 2015-06-25
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/paulson-wealth-mobile/id1006714886/reviews.md

## What is Paulson Wealth Mobile?

Paulson Wealth Management's mobile app where unparalleled financial expertise meets personalized service. This app allows you to view account valuation and performance, along with your financial goal plan.

## Key features

- View account valuation
- Track performance
- Monitor financial goal plan
- Personalized financial service
- Account access


## Frequently asked questions about Paulson Wealth Mobile

### What is Paulson Wealth Mobile?

Paulson Wealth Mobile is a finance application that allows users to view their account valuation and performance, as well as their financial goal plan. It aims to combine financial expertise with personalized service.

### Is Paulson Wealth Mobile free to use?

Yes, Paulson Wealth Mobile is available for free. There are no in-app purchases or subscription fees associated with using the core features of the application.

### What devices does Paulson Wealth Mobile support?

Paulson Wealth Mobile is designed for Apple devices, including the iPhone, iPad, and iPod. It is not currently available for Android or other operating systems.

### How secure is Paulson Wealth Mobile?

While specific security measures are not detailed, the app is developed by Paulson Wealth Management, LLC, a financial services provider. Users should always practice good security habits with their financial accounts.

### When was Paulson Wealth Mobile last updated?

The latest version of Paulson Wealth Mobile, 5.19.2, was last updated on July 23, 2025. This indicates the app is actively maintained by its developers.

### What is the user rating for Paulson Wealth Mobile?

Paulson Wealth Mobile has a perfect rating of 5.0 stars, based on 2 user reviews. This suggests a very positive reception from its current user base.

### Does Paulson Wealth Mobile have ads?

No, Paulson Wealth Mobile does not contain advertisements. The app is free to download and use without any ad interruptions.

### What age rating does Paulson Wealth Mobile have?

Paulson Wealth Mobile has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

## Version history (last 5 releases)

### 5.19.2 — 2025-07-23

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.19.1 — 2025-07-19

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-09

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 4.4.0 — 2022-04-23

Bug fixes and performance updates

### 4.1.0 — 2019-02-15

Updates to available integrations

## Apps similar to Paulson Wealth Mobile

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Echo Wealth Management Mobile](https://appshunter.io/ios/app/echo-wealth-management-mobile/id1022393310) | — | Free | Finance |
| [Busey Wealth Management](https://appshunter.io/ios/app/busey-wealth-management/id1616702875) | 2.5 (2) | Free | Finance |
| [Legacy Wealth Management Group](https://appshunter.io/ios/app/legacy-wealth-management-group/id1661259161) | 5.0 (2) | Free | Finance |
| [RoseRock Wealth Management](https://appshunter.io/ios/app/roserock-wealth-management/id1438658449) | 5.0 (1) | Free | Finance |
| [Xescrow -Secure Escrow Service](https://appshunter.io/ios/app/xescrow-secure-escrow-service/id6443681584) | 1.0 (1) | Free | Finance |
| [The Legacy Wealth App](https://appshunter.io/ios/app/the-legacy-wealth-app/id1500432433) | 4.8 (10) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-11.*