AdvisorOS Directory
Claim Profile
Unclaimed Profile
AK

Andrew Francis Kotyuk

ALPHA WEALTH MANAGEMENT, LLC·HEMET, California
Series 7, Series 6622 years registeredALPHA WEALTH MANAGEMENT, LLC
220 N SAN JACINTO AVE, HEMET, CA 92543CRD# 4760776Firm CRD# 158608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Francis Kotyuk · HEMET, CA
Registration
CRD #4760776 · ALPHA WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ALPHA WEALTH MANAGEMENT, LLC
Jul 2011 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Oct 2007 – Aug 2011
INDIAN WELLS, CA
A. G. EDWARDS & SONS, INC.
May 2004 – Nov 2007
HEMET, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 28, 2004
Years registered · 22
03

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ALPHA WEALTH MANAGEMENT, LLC
CRD 158608 · SEC 801-72596
AUM
$26M
Regulatory assets under management
Employees
1
106 client accounts
Services offered by ALPHA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALPHA WEALTH MANAGEMENT, LLC →
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HEMET?

Browse all registered financial advisors in HEMET, California or claim this profile if it's yours.

Browse HEMET AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Andrew Francis Kotyuk offer?
Andrew Francis Kotyuk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HEMET, California for a consultation.
What are Andrew Francis Kotyuk's credentials?
Andrew Francis Kotyuk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Francis Kotyuk located?
Andrew Francis Kotyuk is based in HEMET, California, working with ALPHA WEALTH MANAGEMENT, LLC. Their office serves clients in the HEMET metropolitan area and surrounding communities.
How does Andrew Francis Kotyuk charge for services?
Andrew Francis Kotyuk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHA WEALTH MANAGEMENT, LLC?
ALPHA WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALPHA WEALTH MANAGEMENT, LLC

James Paul Estes
HEMET, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile