SourcingSourcing

MOULTON WEALTH MANAGEMENT, INC

B54
CRD 304598·SEC 801-117148·SPOKANE VALLEY, WA
AUM
$159.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$479K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOULTON WEALTH MANAGEMENT, INC
CRD
304598
SEC file #
801-117148
EIN
261872760
DBA names
—

Economics

AUM
$159.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$148.3M → $159.7M▲ +8%
Client mix
Individuals Other425
Individuals High Net Worth52

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SPOKANE VALLEY WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
moultonwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOULTON, DONALD, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MOULTON, DONALD, JOSEPH
MOULTON, RIAL, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MOULTONWEALTH.COM
Rdap Domain Creation Date
2012-02-29T19:55:16Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001792510
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2020-01-08
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001754960-26-000211

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1566
Soi Zip Pct 200k Plus
0.0209
Soi Zip Returns 200k Plus
280
Soi Zip Total AGI
808,310
Fdic Zip Total Deposits
6,436,055,000
Fdic Zip Branch Count
126
Fdic Zip Top Banks
Bank of America, National Association
State Bank Northwest

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
420 N. EVERGREEN RD; SUITE 100SPOKANE, WA 99216
Business
420 N. EVERGREEN RD; SUITE 100SPOKANE, WA 99216
Edgar EIN
261872760
Edgar Recent Filings
13F-HR2026-04-08 · 0001754960-26-000211
13F-HR2026-01-13 · 0001754960-26-000038
Fdic Zip Branches Raw
First Interstate Bank of Washington, National AssociationSpokane, WA
First Interstate Bank of Washington, National AssociationSpokane, WA
Fdic Zip HHI
2488.57
Fdic Zip Top Bank Share Pct
43.58
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-28T19:55:16Z
Rdap Domain Last Changed
2026-01-29T09:55:25Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI45,506
Returns3,410
Stub 2
AGI151,418
Returns4,080
Stub 3
AGI148,412
Returns2,420
Soi Zip Total Business Income
19,245
Soi Zip Total Cap Gains
20,478
Soi Zip Total Dividends
10,325
Soi Zip Total Returns
13,410
Top Owner CRD
4382397
Trust Company Affiliate
No

People (3)

3
MOULTON, DONALD, JOSEPH
IAR · Direct Owner · 62.5%
4382397
MOULTON, RIAL, ROBERT
IAR · Direct Owner · 62.5%
2173845
PAMELA YVONNE DOBSON
IAR
6008593