http://www.moultonwealth.com • SPOKANE VALLEY, WA • Investment Advisor How do I update this listing?
Moulton Wealth Management is based out of Spokane Valley. Moulton Wealth Management is a large advisory firm with 345 clients and discretionary assets under management (AUM) of $142,565,000 (Form ADV from 2021-02-02). Their last reported 13F filing for Q1 2021 included $132,448,000 in managed 13F securities and a top 10 holdings concentration of 63.69%. Moulton Wealth Management's largest holding is iShares iBoxx Investment Grade Corporate Bond Fund with shares held of 138,781. Whalewisdom has at least 6 13F filings
03/31/2021
03/31/2021
03/31/2021
03/31/2021
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
03/31/2021
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Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16
Performance for Q4 2020: | 1.97% |
Performance Last 4 Quarters: | 0.0% |
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SEC Registration as : | Large Advisory Firm |
Form of Organization: | Corporation |
Organized in: | WA |
Number of employees: | 3 |
Other Business Activities: | |
Advisor Fees/Compensation: | Percentage of assets under management |
Amount of client funds and securities: | |
Total Number of Clients: | 345 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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MOULTON, DONALD, JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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MOULTON, RIAL, ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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Name | Title | Start Date | Direct/Indirect | % Ownership |
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Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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MOULTON, DONALD, JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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MOULTON, RIAL, ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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MOULTON, DONALD, JOSEPH | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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MOULTON, RIAL, ROBERT | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | 06/01/2019 | Direct | 50 - 75% | |||||||||||
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