Active
MOULTON WEALTH MANAGEMENT, INC
Investment Advice|SPOKANE VALLEY, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$144M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 144.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 304598 |
| SEC Number | 801-117148 |
| Street Address | 420 N EVERGREEN RD. |
| Street Address 2 | SUITE 100 |
| Location | SPOKANE VALLEY, WA 99216 |
| Country | United States |
| Phone | 509-922-3110 |
| Fax | 509-922-0909 |
| Total Employees | 5 |
Client Count by Type (312 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 259 |
| High Net Worth Individual… | 53 |
Community Partners
ACCOUNTING DEPARTMENT
CITY OF AIRWAY HEIGHTS
CITY OF CHENEY
CITY OF DEER PARK
CITY OF LIBERTY LAKE
CITY OF MEDICAL LAKE
CITY OF MILLWOOD
CITY OF SPANGLE
CITY OF SPOKANE VALLEY
COUNTY OF SPOKANE
SPANGLE TOWN OF
SPOKANE, COUNTY OF
TOWN OF FAIRFIELD
TOWN OF LATAH
TOWN OF ROCKFORD
TOWN OF WAVERLY
ACCOUNTING DEPARTMENT
CITY OF AIRWAY HEIGHTS
CITY OF CHENEY
CITY OF DEER PARK
CITY OF LIBERTY LAKE
CITY OF MEDICAL LAKE
CITY OF MILLWOOD
CITY OF SPANGLE
CITY OF SPOKANE VALLEY
COUNTY OF SPOKANE
SPANGLE TOWN OF
SPOKANE, COUNTY OF
TOWN OF FAIRFIELD
TOWN OF LATAH
TOWN OF ROCKFORD
TOWN OF WAVERLY
ACCOUNTING DEPARTMENT
CITY OF AIRWAY HEIGHTS
CITY OF CHENEY
CITY OF DEER PARK
CITY OF LIBERTY LAKE
CITY OF MEDICAL LAKE
CITY OF MILLWOOD
CITY OF SPANGLE
CITY OF SPOKANE VALLEY
COUNTY OF SPOKANE
SPANGLE TOWN OF
SPOKANE, COUNTY OF
TOWN OF FAIRFIELD
TOWN OF LATAH
TOWN OF ROCKFORD
TOWN OF WAVERLY
Municipal Government
16 Active
16
Organizations
CARNHOPE IRRIGATION DISTRICT 7
CONSOLIDATED IRRIGATION DISTRICT 19
EAST SPOKANE WATER DISTRICT 1
ENDURIS WASHINGTON
FOUR LAKES WATER DIST 1O
FOUR LAKES WATER DISTRICT 10
HANGMAN HILLS WATER DISTRICT 15
HUTCHINSON IRRIGATION DISTRICT 16
IRVIN WATER DISTRICT 6
LIBERTY LAKE SEWER AND WATER DISTRICT 1
MOAB IRRIGATION DISTRICT 20
MODEL IRRIGATION DISTRICT 18
NORTHEAST PUBLIC DEVELOPMENT AUTHORITY
NORTH SPOKANE IRRIGATION DISTRICT 8
NORTHWEST OPEN ACCESS NETWORK
ORCHARD AVENUE IRRIGATION DISTRICT 6
PASADENA IRRIGATION DISTRICT 17
PINTO PINTO SEWER DISTRICT
SPOKANE AIRPORT BOARD
SPOKANE AQUIFER JOINT BOARD
CARNHOPE IRRIGATION DISTRICT 7
CONSOLIDATED IRRIGATION DISTRICT 19
EAST SPOKANE WATER DISTRICT 1
ENDURIS WASHINGTON
FOUR LAKES WATER DIST 1O
FOUR LAKES WATER DISTRICT 10
HANGMAN HILLS WATER DISTRICT 15
HUTCHINSON IRRIGATION DISTRICT 16
IRVIN WATER DISTRICT 6
LIBERTY LAKE SEWER AND WATER DISTRICT 1
MOAB IRRIGATION DISTRICT 20
MODEL IRRIGATION DISTRICT 18
NORTHEAST PUBLIC DEVELOPMENT AUTHORITY
NORTH SPOKANE IRRIGATION DISTRICT 8
NORTHWEST OPEN ACCESS NETWORK
ORCHARD AVENUE IRRIGATION DISTRICT 6
PASADENA IRRIGATION DISTRICT 17
PINTO PINTO SEWER DISTRICT
SPOKANE AIRPORT BOARD
SPOKANE AQUIFER JOINT BOARD
CARNHOPE IRRIGATION DISTRICT 7
CONSOLIDATED IRRIGATION DISTRICT 19
EAST SPOKANE WATER DISTRICT 1
ENDURIS WASHINGTON
FOUR LAKES WATER DIST 1O
FOUR LAKES WATER DISTRICT 10
HANGMAN HILLS WATER DISTRICT 15
HUTCHINSON IRRIGATION DISTRICT 16
IRVIN WATER DISTRICT 6
LIBERTY LAKE SEWER AND WATER DISTRICT 1
MOAB IRRIGATION DISTRICT 20
MODEL IRRIGATION DISTRICT 18
NORTHEAST PUBLIC DEVELOPMENT AUTHORITY
NORTH SPOKANE IRRIGATION DISTRICT 8
NORTHWEST OPEN ACCESS NETWORK
ORCHARD AVENUE IRRIGATION DISTRICT 6
PASADENA IRRIGATION DISTRICT 17
PINTO PINTO SEWER DISTRICT
SPOKANE AIRPORT BOARD
SPOKANE AQUIFER JOINT BOARD
Special District
55 Active
55
Organizations
CENTRAL VALLEY SCHOOL DISTRICT 356
CHENEY SCHOOL DISTRICT 360
DEER PARK SCHOOL DISTRICT 414
EAST VALLEY SCHOOL DISTRICT 361
FREEMAN SCHOOL DISTRICT, 358
GREAT NORTHERN SCHOOL DISTRICT 312
LIBERTY SCHOOL DISTRICT 362
MEAD SCHOOL DISTRICT 354
MEDICAL LAKE SCHOOL DISTRICT 326
NINE MILE FALLS SCHOOL DISTRICT 325
WEST VALLEY SCHOOL DISTRICT 363
CENTRAL VALLEY SCHOOL DISTRICT 356
CHENEY SCHOOL DISTRICT 360
DEER PARK SCHOOL DISTRICT 414
EAST VALLEY SCHOOL DISTRICT 361
FREEMAN SCHOOL DISTRICT, 358
GREAT NORTHERN SCHOOL DISTRICT 312
LIBERTY SCHOOL DISTRICT 362
MEAD SCHOOL DISTRICT 354
MEDICAL LAKE SCHOOL DISTRICT 326
NINE MILE FALLS SCHOOL DISTRICT 325
WEST VALLEY SCHOOL DISTRICT 363
CENTRAL VALLEY SCHOOL DISTRICT 356
CHENEY SCHOOL DISTRICT 360
DEER PARK SCHOOL DISTRICT 414
EAST VALLEY SCHOOL DISTRICT 361
FREEMAN SCHOOL DISTRICT, 358
GREAT NORTHERN SCHOOL DISTRICT 312
LIBERTY SCHOOL DISTRICT 362
MEAD SCHOOL DISTRICT 354
MEDICAL LAKE SCHOOL DISTRICT 326
NINE MILE FALLS SCHOOL DISTRICT 325
WEST VALLEY SCHOOL DISTRICT 363
School District
11 Active
11
Organizations
2257 SPOKANE VALLEY WA
242 BOOSTER ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
509 SHOW CIRCUIT
ABLE INTERNATIONAL CHARITABLE FOUNDATION
ABLE MINISTRIES
ACCESS CHARITY
Access Success Foundation
ACCRA-FAB INC EMPLOYEE BENEFITS TRUST
ADAMS ELEMENTARY PTSA
AGLOW INTERNATIONAL
A HOPE AND A FUTURE
AIR FORCE ASSOCIATION
AIRWAY HEIGHTS CORRECTIONS CENTER EMPLOYEE BETTERMENT ASSOCIATION
AIRWAY HEIGHTS FESTIVAL ASSOCIATION
AIRWAY HEIGHTS SOFTBALL ASSOCIATION
ALLIANCE PROJECT
ALPHA DELTA KAPPA SORORITY INC
ALPHA MINISTRIES
2257 SPOKANE VALLEY WA
242 BOOSTER ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
509 SHOW CIRCUIT
ABLE INTERNATIONAL CHARITABLE FOUNDATION
ABLE MINISTRIES
ACCESS CHARITY
Access Success Foundation
ACCRA-FAB INC EMPLOYEE BENEFITS TRUST
ADAMS ELEMENTARY PTSA
AGLOW INTERNATIONAL
A HOPE AND A FUTURE
AIR FORCE ASSOCIATION
AIRWAY HEIGHTS CORRECTIONS CENTER EMPLOYEE BETTERMENT ASSOCIATION
AIRWAY HEIGHTS FESTIVAL ASSOCIATION
AIRWAY HEIGHTS SOFTBALL ASSOCIATION
ALLIANCE PROJECT
ALPHA DELTA KAPPA SORORITY INC
ALPHA MINISTRIES
2257 SPOKANE VALLEY WA
242 BOOSTER ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
509 SHOW CIRCUIT
ABLE INTERNATIONAL CHARITABLE FOUNDATION
ABLE MINISTRIES
ACCESS CHARITY
Access Success Foundation
ACCRA-FAB INC EMPLOYEE BENEFITS TRUST
ADAMS ELEMENTARY PTSA
AGLOW INTERNATIONAL
A HOPE AND A FUTURE
AIR FORCE ASSOCIATION
AIRWAY HEIGHTS CORRECTIONS CENTER EMPLOYEE BETTERMENT ASSOCIATION
AIRWAY HEIGHTS FESTIVAL ASSOCIATION
AIRWAY HEIGHTS SOFTBALL ASSOCIATION
ALLIANCE PROJECT
ALPHA DELTA KAPPA SORORITY INC
ALPHA MINISTRIES
Nonprofit Organization
997 Active
997
Organizations
Community Partners127 organizations
ACCOUNTING DEPARTMENT
Municipal Government·SPOKANE
CITY OF SPANGLE
Municipal Government·SPANGLE
COUNTY OF SPOKANE
Municipal Government·SPOKANE
SPANGLE TOWN OF
Municipal Government·SPOKANE
SPOKANE, COUNTY OF
Municipal Government·AIRWAY HEIGHTS
TOWN OF LATAH
Municipal Government·LATAH
TOWN OF WAVERLY
Municipal Government·WAVERLY
CARNHOPE IRRIGATION DISTRICT 7
Special District·SPOKANE VALLEY
CONSOLIDATED IRRIGATION DISTRICT 19
Special District·GREENACRES
EAST SPOKANE WATER DISTRICT 1
Special District·SPOKANE
ENDURIS WASHINGTON
Special District·SPOKANE
FOUR LAKES WATER DIST 1O
Special District·CHENEY
FOUR LAKES WATER DISTRICT 10
Special District·FOUR LAKES
HUTCHINSON IRRIGATION DISTRICT 16
Special District·SPOKANE
IRVIN WATER DISTRICT 6
Special District·SPOKANE
MOAB IRRIGATION DISTRICT 20
Special District·NEWMAN LAKE
NORTHEAST PUBLIC DEVELOPMENT AUTHORITY
Special District·SPOKANE
NORTH SPOKANE IRRIGATION DISTRICT 8
Special District·SPOKANE
NORTHWEST OPEN ACCESS NETWORK
Special District·SPOKANE VALLEY
ORCHARD AVENUE IRRIGATION DISTRICT 6
Special District·SPOKANE
PASADENA IRRIGATION DISTRICT 17
Special District·SPOKANE
PINTO PINTO SEWER DISTRICT
Special District·COLBERT
SPOKANE CONSERVATION DISTRICT
Special District·SPOKANE VALLEY
SPOKANE COUNTY CEMETERY DISTRICT 1
Special District·SPANGLE
SPOKANE COUNTY CEMETERY DISTRICT 2
Special District·SPOKANE
SPOKANE COUNTY CEMETERY DISTRICT 4
Special District·ELK
SPOKANE COUNTY CEMETERY DISTRICT 5
Special District·CHATTAROY
SPOKANE COUNTY CEMETERY DISTRICT 6
Special District·WAVERLY
SPOKANE COUNTY FIRE DISTRICT #13
Special District·NEWMAN LAKE
SPOKANE COUNTY FIRE PROTECTION DISTRICT 5
Special District·NINE MILE FALLS
SPOKANE COUNTY (MORAN) CEMETERY DISTRICT 3
Special District·SPOKANE
SPOKANE COUNTY (ROCKFORD) FIRE PROTECTION DISTRICT 11
Special District·ROCKFORD
SPOKANE COUNTY WATER DISTRICT 3
Special District·SPOKANE VALLEY
SPOKANE (FAIRFIELD) FIRE PROTECTION DISTRICT 2
Special District·FAIRFIELD
SPOKANE INTERNATIONAL AIRPORT
Special District·SPOKANE
SPOKANE PUBLIC TRANSPORTATION BENEFIT AR
Special District·SPOKANE
SPOKANE REGIONAL BROADBAND DEVELOPMENT AUTHORITY BROADLINC
Special District·SPOKANE VALLEY
SPOKANE REGIONAL TRANSPORTATION COUNCIL
Special District·SPOKANE
STRATHVIEW WATER DISTRICT 16
Special District·MEDICAL LAKE
TRENTWOOD IRRIGATION DISTRICT 3
Special District·SPOKANE
UNIVERSITY DISTRICT PUBLIC DEVELOPMENT AUTHORITY
Special District·SPOKANE
LIBERTY SCHOOL DISTRICT 362
School District·SPANGLE
2257 SPOKANE VALLEY WA
Nonprofit Organization·Spokane Valley
242 BOOSTER ASSOCIATION
Nonprofit Organization·Airway Heights
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cheney
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Spangle
509 SHOW CIRCUIT
Nonprofit Organization·Elk
ABLE INTERNATIONAL CHARITABLE FOUNDATION
Nonprofit Organization·SPOKANE VALLEY
ABLE MINISTRIES
Nonprofit Organization·SPOKANE VALLEY
ACCESS CHARITY
Nonprofit Organization·SPOKANE VALLEY
Access Success Foundation
Nonprofit Organization·Spokane Valley
ACCRA-FAB INC EMPLOYEE BENEFITS TRUST
Nonprofit Organization·LIBERTY LAKE
ADAMS ELEMENTARY PTSA
Nonprofit Organization·Spokane Valley
AGLOW INTERNATIONAL
Nonprofit Organization·Spokane Valley
A HOPE AND A FUTURE
Nonprofit Organization·Spokane Valley
AIR FORCE ASSOCIATION
Nonprofit Organization·Spokane Valley
AIRWAY HEIGHTS CORRECTIONS CENTER EMPLOYEE BETTERMENT ASSOCIATION
Nonprofit Organization·Airway Heights
AIRWAY HEIGHTS FESTIVAL ASSOCIATION
Nonprofit Organization·Airway Heights
AIRWAY HEIGHTS SOFTBALL ASSOCIATION
Nonprofit Organization·Airway Heights
ALLIANCE PROJECT
Nonprofit Organization·GREENACRES
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Cheney
ALPHA MINISTRIES
Nonprofit Organization·MEDICAL LAKE
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Cheney
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Cheney
ALPHA XI DELTA CORP OF CHENEY
Nonprofit Organization·CHENEY
AMALGAMATED TRANSIT UNION
Nonprofit Organization·Spokane Valley
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Spokane Valley
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Greenacres
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Colbert
AMERASIANS WITHOUT BORDERS
Nonprofit Organization·Spokane Valley
AMERICAN BAMBOO SOCIETY
Nonprofit Organization·CHENEY
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Cheney
AMERICAN EXPLORATION & MINING ASSOC
Nonprofit Organization·SPOKANE VALLEY
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
Nonprofit Organization·Cheney
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES
Nonprofit Organization·Medical Lake
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES L0782WA MEDICAL LAKE AREA ST EMPS
Nonprofit Organization·Cheney
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Cheney
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Mead
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Airway Heights
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Cheney
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Spokane Valley
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Nine Mile Falls
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Medical Lake
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Medical Lake
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Liberty Lake
AMERICAN LEGION
Nonprofit Organization·Medical Lake
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Cheney
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Spokane Valley
AMERICAN LEGION AUXILIARY ERROLL L ENGLISH UNIT 196
Nonprofit Organization·Airway Heights
AMERICAN LEGION INLAND EMPIRE INC
Nonprofit Organization·DEER PARK
AMERICAN ORFF-SCHULWERK ASSOCIATION
Nonprofit Organization·Spokane Valley
AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE WASHINGTON
Nonprofit Organization·Spokane Valley