Rial Moulton
Moulton Wealth Management · Spokane Valley, Washington
Rial Moulton is a fee-only financial advisor at Moulton Wealth Management in Spokane Valley, Washington, who holds the CFP and PFS credentials. 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 · PFS |
| SEC registration | Investment adviser representative in ID, TX, WA · CRD 2173845 |
| Exams passed | Series 63 (1991) · Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.moultonwealth.com |
| Profile |
How Rial'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 Rial
Is Rial Moulton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rial 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 Rial charge for financial advice?
Rial's firm, Moulton Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Rial Moulton based?
Rial Moulton is based in Spokane Valley, Washington.
What credentials does Rial Moulton hold?
Rial Moulton holds the CFP and PFS credentials.
Is Rial Moulton registered with the SEC?
Yes. Rial Moulton is registered as an investment adviser representative in ID, TX and WA (CRD 2173845), 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 Rial Moulton?
Through Rial'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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