SPOKANE VALLEY, WACRD 304598Latest ADV January 29, 2026
Moulton Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Spokane Valley, WA. Its latest Form ADV filing, dated January 29, 2026, reports $160M in regulatory assets under management, 5 employees, and 571 accounts.
Assets Under Management
$160M
Employees
5
Offices
--
Total Clients
477
Primary office
SPOKANE VALLEY, WA
420 N EVERGREEN RD., SUITE 100, SPOKANE VALLEY, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
425
2
HNWI
10.9%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of January 29, 2026
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$160M
Total Accounts571
10Y AUM Change+$160M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee95:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.