Fee-only adviser · Spokane Valley, WA
Moulton Wealth Management, Inc
Moulton Wealth Management, Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Spokane Valley, Washington. On its latest Form ADV, filed January 29, 2026, it reports $160M in regulatory assets under management, 477 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 304598 · SEC file 801-117148 |
| Office | 420 N Evergreen RD. Suite 100 Spokane Valley, WA 99216 |
| Phone | (509) 922-3110 |
| Website | www.moultonwealth.com |
| Regulatory assets under management | $160M |
| Individual clients | 425 non-high-net-worth, 52 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Spokane Valley
- DW Investment Solutions, Inc. $111M
- Pacific Wealth Advisory, LLC $21M
- Demars Financial Group LLC $374M
See all 4 fee-only advisers in Spokane Valley →
Nearby
- Liberty Lake 2 firms
- Spokane 26 firms
- Coeur D'alene 3 firms
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