Investment adviser · CRD 304598
MOULTON WEALTH MANAGEMENT, INC
Investment adviser filing (IA)
SPOKANE VALLEY, WA, United States · Form ADV filed Jan 29, 2026
- Regulatory AUM
- $160M Form ADV · Item 5.F
- Client accounts
- 571 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 425 | $82,737,395 | 51.8% |
| High-net-worth individuals | 52 | $76,916,605 | 48.2% |
Filing source
Form ADV 2039083 · Jan 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
420 N EVERGREEN RD., SUITE 100SPOKANE VALLEY, WA, 99216, United States
CRD 304598
Filing source
Form ADV 2039083 · Jan 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.