MOULTON WEALTH MANAGEMENT, INC
CRD #304598 SEC #801-117148 SPOKANE VALLEY, WA 509-922-3110
SEC Registered
Total AUM
$144M
Discretionary
$144M
Employees
5
Clients
10
Accounts
566
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $144M | $144M | $0 | 5 | 0 |
| Feb 2025 | $144M | $144M | $0 | 5 | 0 |
| Jun 2024 | $140.4M | $140.4M | $0 | 5 | 0 |
| Jan 2024 | $137.4M | $137.4M | $0 | 5 | 0 |
| Apr 2023 | $129.3M | $129.3M | $0 | 5 | 0 |
| Jan 2023 | $129.3M | $129.3M | $0 | 5 | 0 |
| Feb 2022 | $147.2M | $147.2M | $0 | 5 | 0 |
| Feb 2021 | $142.6M | $142.6M | $0 | 3 | 0 |
| May 2020 | $141.5M | $141.5M | $0 | 3 | 0 |
| May 2020 | $154.3M | $154.3M | $0 | 3 | 0 |
| Feb 2020 | $154.3M | $154.3M | $0 | 3 | 0 |
| Dec 2019 | $148.3M | $148.3M | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0