|
⚲
|
| Moulton Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 304598 |
| SEC # | 801-117148 |
| CIK # | 0001792510 |
| AUM | $159.7 M (2026-01-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 509-922-3110 |
| Address | 420 N Evergreen Rd Spokane Valley, WA 99216 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001792510 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Proshares Trust II | 4.3 | ||
| Perth MINT Physical Gold ETF | 2.7 | ||
| SPDR Gold Trust | 2.0 | ||
| Proshares Trust II | 1.3 | ||
| iShares Silver Trust | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 82.7 |
| (b) Individuals (high net worth individuals) | 52 | 76.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 159.7 |
| By Discretionary | ||
| Discretionary | 571 | 159.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 571 | 159.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.7 | |
| Total | 571 | 159.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001792510] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hanke & Apolonio Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Semitam Bonam LLC
✚
|
NY | 0.2 |
|
Morrissey Wealth Management LLC
✚
|
CT | 0.2 |
|
Financially Speaking Inc
✚
|
CO | 0.2 |
|
Lynnleigh & Company LLC
✚
|
NY | 0.2 |
|
Hackett Financial Group LLC
✚
|
TX | 0.2 |
|
Scherer Financial Advisory Services LLC
✚
|
TX | 0.2 |
|
Moore Wealth LLC
✚
|
MD | 0.2 |
|
GRP Financial Services LLC
✚
|
ME | 0.2 |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 0.2 |