MOULTON WEALTH MANAGEMENT, INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	565	$137.4M
Non-Discretionary	0	$0
Total	565	$137.4M

Clients

Type	Number	RAUM
Individuals	277	$72.5M
HNW Individuals	66	$64.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	137.4M

Portfolio Manager to Program	Sponsor
MOULTON WEALTH MANAGEMENT WRAP FEE PROGRAM	MOULTON WEALTH MANAGEMENT, INC.

Identifiers

SEC RIA File Number	801-117148
SEC ERA File Number	801-117148
SEC CIK Numbers	1792510
SEC CRD Numbers	304598
Legal Entity Identifier	None

Principal Office

1220 N MULLAN ROAD
SPOKANE VALLEY
WA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic