MOULTON WEALTH MANAGEMENT, INC

http://www.moultonwealth.com SPOKANE VALLEY, WA How do I update this listing?

Moulton Wealth Management is based out of Spokane Valley. Moulton Wealth Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-09-16). Their last reported 13F filing for Q4 2019 included $120,976,000 in managed 13F securities and a top 10 holdings concentration of 80.59%. Moulton Wealth Management's largest holding is Vanguard Total Bond Market Indx Fund ETF with shares held of 414,571. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MOULTON WEALTH MANAGEMENT, INC
1220 N MULLAN ROAD
SPOKANE VALLEY WA    99206
Country: United States

Business Phone: 509-922-3110
Fax: 509-922-0909
Professional Investment Advisor Data
SEC Registration as : Newly Formed Advisor
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: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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