Moulton Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
420 N Evergreen Rd., Suite 100
Spokane Valley WA 99216
Advisors at this office
3
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Pamela D
Series 66
Spokane Valley, WA
Moulton Wealth Management, Inc
Pamela Dobson is a financial advisor at Moulton Wealth Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors and D.A. Davidson & Co. in addition to her current role. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm manages approximately $159.7 million for about 477 clients, offering tailored investment strategies and retirement cash-flow planning, along with free public seminars and workshops.
Donald M
CFP®, Series 66
Spokane Valley, WA
Moulton Wealth Management, Inc
Donald Moulton is a CFP® with 24 years of industry experience and is a principal at Moulton Wealth Management, Inc. He has worked at the firm since 2008 and previously at Cetera Advisors LLC. In addition to his advisory role, he is involved in tax preparation through RTPS Income Tax Preparation, Inc. and reviews estate planning documents at Moulton Law Office. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a range of investment strategies tailored to client objectives and risk tolerances, manages accounts on a discretionary basis with periodic reviews, and offers retirement cash-flow planning and public educational seminars at no charge.
Rial M
CFP®, PFS™, Series 63, Series 66
Spokane Valley, WA
Moulton Wealth Management, Inc
Rial Moulton is a CFP® and PFS™ with 30 years of experience in financial advising. He currently leads Moulton Wealth Management, Inc., where he has worked since 2008. His professional background includes work at Cetera ADVISORS LLC and ownership of Moulton Law Offices. Outside of advising, he is involved in tax preparation services through RTPS Income Tax Preparation. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies, manages accounts on a discretionary basis, and offers free public seminars and retirement planning as part of its client services.
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