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, owner-operated registered investment adviser that focuses on individual and family clients. The firm is SEC-registered (registered in 2019) and charges clients on a percentage-of-assets-under-management basis. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses, and the firm also offers educational seminars and workshops. The firm does not identify as an active ESG investor, does not act as a capital allocator, and reports an owner type of individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Donald Moulton
Director of Financial ServicesCRD 4382397
Pamela Dobson
Operations ManagerCRD 6008593
Rial Moulton
OwnerCRD 2173845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$199M in ETFs
73%
$144M
11%
$54.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $16M | 177,700 | 8.04% |
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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