MOULTON WEALTH MANAGEMENT, INC

Overview

Moulton Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Since its SEC registration in 2019, the firm has built a client-facing practice that leans heavily on pooled public funds and ETFs as core building blocks, while supplementing portfolios with third‑party alternative fund allocations where appropriate. The firm’s investment approach is pragmatic: public mutual funds and ETFs form the bulk of client portfolios, with cash-management and short-duration liquid holdings used tactically. Moulton Wealth Management does not position itself as a capital allocator or pension consultant and is not registered as a multi-state or ESG-focused adviser. It lists an accounting affiliation, suggesting coordination with tax and accounting professionals as part of client service delivery.

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Location & Offices