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They include 425 individual clients and 52 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Moulton Wealth Management offer?","answer":"Moulton Wealth Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Moulton Wealth Management charge?","answer":"Moulton Wealth Management charges 0.75%–1.25% a year for its Wrap Fee Program. The whole portfolio is charged at the rate of its band. The fee is billed in arrears, is negotiable and requires an account of at least $350,000.","source":"WRAP BROCHURE, filed 29 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Moulton Wealth Management use?","answer":"Moulton Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $160M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Moulton Wealth Management have?","answer":"Moulton Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Moulton Wealth Management invest in?","answer":"At the end of its last fiscal year, Moulton Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Moulton Wealth Management have a minimum investment?","answer":"Yes, Moulton Wealth Management’s minimum account size for its Wrap Fee Program is $350K.","source":"WRAP BROCHURE, filed 29 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Moulton Wealth Management?","answer":"Moulton Wealth Management’s direct owners are Donald Moulton (50% to 75%) and Rial Moulton (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 29 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Moulton Wealth Management get paid?","answer":"Moulton Wealth Management is paid through a percentage of assets under management. 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