MOULTON WEALTH MANAGEMENT, INC

MOULTON WEALTH MANAGEMENT, INC of SPOKANE VALLEY, WA is an SEC-registered investment adviser (CRD 304598). Regulatory assets under management: $159.7M.

Registration

• CRD: 304598
• SEC file number: 801-117148
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 304598 on SEC IAPD (source of record)
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