Donald Moulton
Moulton Wealth Management · Spokane Valley, Washington
Donald Moulton is a fee-only financial advisor at Moulton Wealth Management in Spokane Valley, Washington, who holds the CFP credential. Moulton Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Moulton Wealth Management |
|---|---|
| Based in | Spokane Valley, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $159.7M across 571 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, TX, WA · CRD 4382397 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.moultonwealth.com |
How Donald's firm compares
- Moulton Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 571 accounts).
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Questions about Donald
Is Donald Moulton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Moulton Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Moulton Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Donald Moulton based?
Donald Moulton is based in Spokane Valley, Washington.
What credentials does Donald Moulton hold?
Donald Moulton holds the CFP credential.
Is Donald Moulton registered with the SEC?
Yes. Donald Moulton is registered as an investment adviser representative in ID, TX and WA (CRD 4382397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moulton Wealth Management manage?
Moulton Wealth Management reports $159.7M across 571 accounts in assets under management.
How do I contact Donald Moulton?
Through Donald's website, www.moultonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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