Aaron Moulton

Wells Fargo Advisors

29 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3508 advisors

Number of Clients

401,726 clients

Average Client Portfolio

$491K average

Assets Under Management

$197.4B

Fee Structure

Financial Planning:Investment management only

Location

1180 NW Maple St, Suite 150, Issaquah, WA, 98027

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron has 100% ownership in Kita Brka LLC and 33.33% ownership in Cedar Creek Wealth Management LLC. These investment-related activities take a few hours per week.