Moulton Wealth Management, Inc
● SEC registered since 2019CRD 304598SEC# 801-117148Spokane Valley, WA
Reg. AUM
$159.7M
Employees
5
Accounts
571
Location
Spokane Valley, WA
Moulton Wealth Management, Inc assets under management
Moulton Wealth Management, Inc operates as an SEC-registered investment adviser based in Spokane Valley, WA. The firm has been registered since 2019. It reports $159.7 million in regulatory assets under management and employs 5 people.
Moulton Wealth Management, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Joseph Moulton Control | President/Investment Advisor Representative | 50-75% | 2019 |
| Rial Robert Moulton Control | Investment Advisor Representative/Chief Compliance Officer/Secretary/Treasurer | 50-75% | 2019 |
Frequently asked questions
How much does Moulton Wealth Management, Inc manage?
Moulton Wealth Management, Inc reports $159.7 million in regulatory assets under management on its Form ADV.
How many employees does Moulton Wealth Management, Inc have?
Moulton Wealth Management, Inc reports 5 employees.
Where is Moulton Wealth Management, Inc located?
Moulton Wealth Management, Inc is based in Spokane Valley, WA and has been SEC-registered since 2019.
Does Moulton Wealth Management, Inc disclose fund performance?
Moulton Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 N Evergreen Rd., Suite 100, Spokane Valley, WA 99216 |
| Phone | 509-922-3110 |
| Fax | 509-922-0909 |
| Office hours | M-Th 8:00 - 5:00, F 8:00 - 12:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.7M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$159.7Mregulatory AUM
Discretionary $159.7M