Data / Investment advisers / Washington / Moulton Wealth Management, Inc
Moulton Wealth Management, Inc, Spokane Valley, WA: $160 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Moulton Wealth Management, Inc is an SEC registered investment adviser with its main office in Spokane Valley, Washington and reports $160 million in regulatory assets under management in its Form ADV filed January 29, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Moulton Wealth Management, Inc (CRD number 304598): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 304598
- SEC file number
- 801-117148
- SEC status
- Approved, effective August 12, 2019
- Main office
- 420 N Evergreen Rd. Suite 100, Spokane Valley, WA 99216
- Phone
- (509) 922-3110
- Website
- moultonwealth.com
- Regulatory AUM
- $159,654,000 in the Form ADV filed January 29, 2026
- Discretionary AUM
- $159,654,000
- Accounts
- 571
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 425 | $82.7 million |
| High net worth individuals | 52 | $76.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $159.7 million | January 29, 2026 |
| December 1, 2025 | $144 million | July 17, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allen Capital Management, LLC | Vancouver | $200 million | Not listed | adviserinfo.sec.gov |
| Global Partnerships | Seattle | $197.3 million | 5 | adviserinfo.sec.gov |
| Columbia River Financial Group | Vancouver | $194.8 million | Not listed | adviserinfo.sec.gov |
| Columbia River Advisors | Tacoma | $191.1 million | 1 | adviserinfo.sec.gov |
| Helmsman Financial Group, LLC | Woodinville | $187.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Moulton Wealth Management, Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.