# MOULTON WEALTH MANAGEMENT, INC

MOULTON WEALTH MANAGEMENT, INC of SPOKANE VALLEY, WA is an SEC-registered investment adviser.

## Registration

- CRD: 304598
- Type: SEC-registered investment adviser
- SEC file number: 801-117148
- Location: 420 N EVERGREEN RD., SUITE 100, SPOKANE VALLEY, WA, 99216
- Phone: 509-922-3110
- Latest filing: 2026-01-29
- Regulatory AUM: $159.7M
- Discretionary AUM: $159.7M
- Clients: 5
- Accounts: 571

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Donald Joseph Moulton | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Rial Robert Moulton | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | — |
| MOULTON DONALD JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | — |
| MOULTON RIAL ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304598/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304598/similar
- Related entities: https://search.stillhousedata.com/firm/304598/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304598

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.