Moulton Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$159,654,000
Total clients
477
11% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
159
Average account size
$334,704
About
Moulton Wealth Management, Inc. provides discretionary asset management and related financial planning services to individuals, high‑net‑worth clients, and trusts, managing roughly $159.7 million for about 477 clients. The firm also incorporates retirement cash‑flow planning into its recommendations and offers public educational seminars and workshops at no charge.
Investment strategies are tailored to documented client objectives and risk tolerances, drawing on a blend of fundamental, technical, charting, and cyclical analysis and using both long‑ and short‑term positions as appropriate. Accounts are managed on a discretionary basis with periodic (quarterly) reviews and planning that may include cash flow, tax, and estate considerations.
Notable operational features include sponsorship of a wrap fee program that bundles advisory services and trade execution — an arrangement that is uncommon among peer supported firms — and the routine provision of retirement planning work at no additional cost. The firm also conducts free public seminars and does not vote client proxies (clients receive proxy materials directly), practices that distinguish its client engagement and operational model from many advisers.
Client services
Expertise
Fee options
0.75% - 1.25% (varies by account, specifics in Wrap Brochure Appendix)
Account minimum: $350,000
Main office location
Moulton Wealth Management, Inc
420 N Evergreen Rd., Suite 100
Spokane Valley WA 99216, United States
Number of offices
1
Most active in
Idaho · New Hampshire · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")