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MOULTON WEALTH MANAGEMENT, INC
CRD 304598 · SEC 801-117148
420 N EVERGREEN RD., SUITE 100, SPOKANE VALLEY, WA, 99216, United States
Phone
509-922-3110
Fax
509-922-0909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.7M
Discretionary AUM
$159.7M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $82.7M |
| High net worth individuals | 52 | $76.9M |
States served
ID, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD