# Moulton Wealth Management, Inc

> Moulton Wealth Management, Inc is an SEC-registered investment advisory firm in Spokane Valley, WA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 304598
- Filed as: MOULTON WEALTH MANAGEMENT, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane Valley, WA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304598
- AdvisorCensus page: https://advisorcensus.com/firm/moulton-wealth-management-inc-spokane-valley-wa-304598

## Quick answers

**How is Moulton Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Moulton Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Moulton Wealth Management, Inc located?**
Moulton Wealth Management, Inc's principal office is in Spokane Valley, WA, according to its Form ADV.

**Is Moulton Wealth Management, Inc registered with the SEC or a state?**
Moulton Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304598.

**How much does Moulton Wealth Management, Inc manage?**
Moulton Wealth Management, Inc reports $159,654,000 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**How have Moulton Wealth Management, Inc's assets and staff changed since 2021?**
In the Form ADV data for Moulton Wealth Management, Inc: Regulatory assets under management: $142,565,000 in the October 2021 data and $159,654,000 in the October 2026 data, up 12%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moulton Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (425); high net worth individuals (52).

**Which custodians does Moulton Wealth Management, Inc use?**
Moulton Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Moulton Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304598

**Does Moulton Wealth Management, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated January 29, 2026 says: "MWM requires a minimum of $350,000 to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Moulton Wealth Management, Inc's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $144,028,737 to $159,654,000 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Account minimum: $350,000 (the brochure says it may be waived or negotiated)

> MWM requires a minimum of $350,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,654,000
- Discretionary: $159,654,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 425 | $82,737,395 |
| High net worth individuals | 52 | $76,916,605 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: ID, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [moultonwealth.com](https://moultonwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $142,565,000 | 3 | February 2, 2021 |
| October 2022 | $147,157,917 | 5 | February 2, 2022 |
| October 2023 | $129,329,905 | 5 | April 7, 2023 |
| October 2024 | $140,356,602 | 5 | June 25, 2024 |
| October 2025 | $144,028,737 | 5 | July 17, 2025 |
| October 2026 | $159,654,000 | 5 | January 29, 2026 |

Regulatory assets under management: $142,565,000 in the October 2021 data and $159,654,000 in the October 2026 data, up 12%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $144,028,737 to $159,654,000 (+11%).

### January 2026
- No longer registered or notice-filed in CA, LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moulton Wealth Management, Inc (CRD 304598): Form ADV filing data as of October 2026.