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MOULTON WEALTH MANAGEMENT, INC
CRD 304598File 801-117148
APPROVED
Retail clients
Filing as of Jan 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$159.7M
Bottom 25% of cohort (national)
Discretionary AUM
$159.7M
Clients
477
571 accounts
Employees
5
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 12, 2019
- Principal office
- 420 N EVERGREEN RD., SUITE 100, SPOKANE VALLEY, WA, 99216
- Phone
- 509-922-3110
- Website
- http://www.moultonwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $159.7M
- Discretionary AUM
- $159.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 571
- Non-discretionary accounts
- 0
- Total accounts
- 571
- AUM per client
- $335K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $76.9M |
| Individuals (other than high net worth individuals) | 425 | $82.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 312 | 477 | increased by165 |
| Feb 1, 2026 | AUM | $144,028,737 | $159,654,000 | increased by$15,625,263 |
| Feb 1, 2026 | Accounts | 566 | 571 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 333 | 312 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $147,157,917 | $144,028,737 | decreased by$3,129,180 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 565 | 566 | increased by1 |
| Feb 1, 2022 | Employees | 3 | 5 | increased by2 |
| Feb 1, 2022 | Clients | 345 | 333 | decreased by12 |
| Feb 1, 2022 | AUM | $142,565,000 | $147,157,917 | increased by$4,592,917 |
| Feb 1, 2022 | Accounts | 585 | 565 | decreased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOULTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOULTON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.