| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Joseph Moulton Control | President/Investment Advisor Representative | 50-75% | 2019 |
| Rial Robert Moulton Control | Investment Advisor Representative/Chief Compliance Officer/Secretary/Treasurer | 50-75% | 2019 |
Moulton Wealth Management, Inc reports $144 million in regulatory assets under management on its Form ADV.
Moulton Wealth Management, Inc reports 5 employees.
Moulton Wealth Management, Inc is based in Spokane Valley, WA and has been SEC-registered since 2019.
Moulton Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 420 N Evergreen Rd., Suite 100, Spokane Valley, WA 99216 |
| Phone | 509-922-3110 |
| Fax | 509-922-0909 |
| Office hours | M-Th 8:00 - 5:00, F 8:00 - 12:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $144M |
| Non-discretionary | $0 |
| Total (RAUM) | $144M |