MOULTON WEALTH MANAGEMENT, INC
  • MOULTON WEALTH MANAGEMENT, INC

Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 08/12/2019
ADV Location SPOKANE VALLEY, WA, United States
Contact Info 509 xxxxxxx
Websites
AUM* 159,654,000 11%
of that, discretionary 159,654,000 11%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 279,604 10%
% High Net Worth 10.90% -36%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

160M 137M 114M 91M 68M 46M 23M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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