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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, DONALD, JOSEPH | I | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
| MOULTON, RIAL, ROBERT | I | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | D | Control |
Registrations
Federal
IA
Jul 17, 2025 REGISTERED
Notice Filings (6)
CA ID LA NH TX WA
Address
420 N EVERGREEN RD.SUITE 100
SPOKANE VALLEY, WA 99216
United States
Phone: 509-922-3110