Overview
Assets Under Management: $160 million
Headquarters: SPOKANE VALLEY, WA
High-Net-Worth Clients: 52
Average Client Assets: $1.5 million
Frequently Asked Questions
MOULTON WEALTH MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304598), MOULTON WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
MOULTON WEALTH MANAGEMENT, INC is headquartered in SPOKANE VALLEY, WA.
MOULTON WEALTH MANAGEMENT, INC serves 52 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, MOULTON WEALTH MANAGEMENT, INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MOULTON WEALTH MANAGEMENT, INC manages $160 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, MOULTON WEALTH MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.18%
Average Client Assets: $1.5 million
Total Client Accounts: 571
Discretionary Accounts: 571
Regulatory Filings
CRD Number: 304598
Filing ID: 2039083
Last Filing Date: 2026-01-29 10:20:54