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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-2019
- Office Locations
- 1
Office Locations
About Moulton Wealth Management, INC
Spokane Valley, WA–based Moulton Wealth Management provides customized financial planning and advice tailored to each client’s goals, including income tax return reviews/tax-deferred account analysis and long-term care insurance planning. The firm also offers investment planning and portfolio construction, using vehicles such as ETFs and mutual funds, with assets custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between July 17, 2025 and January 29, 2026, reported AUM increased 10.8%, from $144.0M to $159.7M.
Across 5 reported observations, AUM increased 8.5% between February 2, 2022 and January 29, 2026, from $147.2M to $159.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 477 clients, or 159 clients per representative. That equates to $334.7K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DONALD JOSEPH MOULTON
Chief Executive Officer, Chief Investment Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4382397
- Ownership
- 50% but less than 75%
RIAL ROBERT MOULTON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Secretary, TREASURER
- CRD
- #2173845
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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PAMELA YVONNE DOBSON
--
- CRD
- #6008593
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,654,000 | $279,604 |
| Non-Discretionary | $0 | -- |
| Total | $159,654,000 | $279,604 |
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Separately Managed Accounts
SMA allocation detail is available
Moulton Wealth Management, INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Moulton Wealth Management, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.