Donald Joseph Moulton
Investment adviser representative at Moulton Wealth Management, Inc
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$159.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Moulton Wealth Management, IncFeb 2008 to now
- Rtps Income Tax Preperation, Inc.Jan 2008 to now
- Don Moulton, Sole ProprietorMar 2003 to now
- Cetera Advisors LLCFeb 2012 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
Moulton Wealth Management, Inc
$159.7MAssets managed
477Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4382397
- Firm CRD
- 304598