Pamela Dobson
Moulton Wealth Management · Spokane Valley, Washington
Pamela Dobson is a fee-only financial advisor at Moulton Wealth Management in Spokane Valley, Washington. Moulton Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Pamela →
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 |
| SEC registration | Investment adviser representative in TX, WA · CRD 6008593 |
| Exams passed | Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.moultonwealth.com |
How Pamela's firm compares
- Moulton Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 571 accounts).
Request an introduction to Pamela
Tell Pamela a little about what you're looking for. Pamela isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Pamela
Is Pamela Dobson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela 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 Pamela charge for financial advice?
Pamela's firm, Moulton Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Pamela Dobson based?
Pamela Dobson is based in Spokane Valley, Washington.
Is Pamela Dobson registered with the SEC?
Yes. Pamela Dobson is registered as an investment adviser representative in TX and WA (CRD 6008593), 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 Pamela Dobson?
Through Pamela'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.
See something wrong? Request a correction. Read our methodology.