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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier bridgeCrest +more
- 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.
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Custodian
Investment Themes
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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
Total SMA Asset: $159,654,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $337,226,865 | 11.5% |
| Cash | $809,344,476 | 27.6% |
| Equity - Exchange | $551,292,614 | 18.8% |
| U.S. Government/Agency | $906,113,924 | 30.9% |
| Municipal Bonds | $328,429,643 | 11.2% |
| Total | $2,932,407,522 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM HORIZON WAVE | DELTA VITAL | A6W3UUPY4 | RGCIO | 3.19% | $3,202,076 |
| MATRIX OPTIMA | OAK CATALYST | YCAWAPB7G | NSIJU | 4.67% | $9,835,407 |
| PATHWAY FUSION | DELTA FOCUS | 002O8XW2Z | LRHY | 3.58% | $18,802,953 |
| CREST RADIAL MOMENTUM | ELEMENT PEAK | HVEIS8PBI | MNRR | 5.70% | $102,641,135 |
| FOCUS HORIZON | HORIZON FUSION | 3V8RF3ZDS | KUBXO | 3.11% | $94,646,038 |
| FUSION NORTH NORTH | BRIDGE SUMMIT | 0S4OLZ37T | OHR | 11.85% | $18,107,348 |
| VITAL MOMENTUM EAGLE | CREST FRONTIER | PNLCUMX9Q | ZVGPM | 9.46% | $59,799,490 |
| BRIDGE CREST OAK | PRIME MATRIX | 98ER9HMUY | VCSZ | 2.80% | $4,344,969 |