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Building 2MOULTON WEALTH MANAGEMENT, INC

Map pinSPOKANE VALLEY, WA
Phone509-922-3110
NotebookSEC #801-117148
Total AUM
$159.7M
Employees
5
Clients
477

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 N EVERGREEN RD.
SUITE 100
SPOKANE VALLEY
WA 99216
United States
Operating Hours
M-TH 8:00 - 5:00, F 8:00 - 12:00
Monday - Friday
Phone
509-922-3110

ReceiptFinancials

Total AUM
$159.7M
Accounts
571
Discretionary
$159.7M
Accounts
571
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
425
AUM
$82.7M
HNW Individual Clients
52
AUM
$76.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDNHTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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