Moulton Wealth Management, Inc
Firm details
- Headquarters
- Spokane Valley, Washington
- CRD number
- 304598
- Registered since
- August 12, 2019
- Website
- moultonwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.82%
- HNWI48.18%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Moulton Wealth Management, Inc is an independent registered investment adviser that works primarily with individual and family clients. The firm has been SEC-registered since 2019 and is owner-operated. Its advisory model centers on financial planning and portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Fees are charged as a percentage of assets under management. Moulton identifies as a non-ESG investor and does not present itself as a multi-state adviser or a pension consultant; the firm lists an affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities2%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 3
Rial Moulton
OwnerCRD 2173845
Donald Moulton
Director of Financial ServicesCRD 4382397
Pamela Dobson
Operations ManagerCRD 6008593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$212M in ETFs
75%
$159M
2%
$52.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.3M | 207,915 | 8.63% |
Location
Spokane Valley, WA
Spokane
Location
Spokane Valley, WA
Headquartered in Spokane Valley, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 420 N Evergreen Rd
- Time zone
- PT (UTC-8)
- Office locations
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