# Moulton Wealth Management

Moulton Wealth Management is a Bank / Wealth / Trust based in Spokane Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Spokane Valley, United States
- **Region:** North America
- **Address:** 420 North Evergreen Road, Suite 100, Spokane, WA 99216, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.moultonwealth.com
- **LinkedIn:** linkedin.com/company/moulton-wealth-management-inc

## Regulatory record

- **CRD number:** 304598
- **SEC file number:** 801-117148
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-29T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304598

## About

Moulton Wealth Management is an SEC-registered investment adviser in Spokane Valley, WA, established in 2019. The firm oversees $160 million in assets. It employs 5 people, including 3 investment advisers.

## People

- Rial Moulton — Certified Financial Planner™ Professional
- Don Moulton — Certified Financial Planner™ Professional

## Questions

### Who runs investment decisions at Moulton Wealth Management?

Rial Moulton and Don Moulton, the firm's two named principals, handle both financial planning and portfolio management. Both hold the Certified Financial Planner™ designation and operate as fiduciaries, which legally obligates them to place client interests ahead of their own. The firm's website does not identify a separate investment committee or external sub-advisors.

### How does Moulton Wealth Management approach risk management for retirement clients?

The firm deploys a mathematically based sell discipline that functions like a 'risk rheostat,' adjusting equity exposure when market conditions deteriorate. Its process includes a free 'financial physical' and a personalized action checklist that stress-tests a client's current portfolio against significant market corrections. This tactical, preservation-first posture is designed specifically for pre-retirees and retirees.

### Does Moulton Wealth Management participate in fund commitments or direct deals?

The firm describes itself solely as a provider of financial planning and portfolio management for individual clients. Its website mentions dynamic asset allocation and tactical management but does not reference any private-fund commitments, direct co-investments, or alternative-asset structures. There is no indication it operates a family-office-style direct-investment platform.

### What is Moulton Wealth Management's known posture on tax strategy?

A tax review is a standard procedure before the firm makes any recommendations, according to its website. Moulton evaluates multi-year tax planning as one of the five core areas in its initial diagnostic, aiming to tailor advice to each client's specific situation. No tax-focused separate entity or in-house CPA affiliation is disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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