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- Custodian
- ADP · Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-2011
- Office Locations
- 1
Office Locations
About Alpha Wealth Management, LLC
Alpha Wealth Management, LLC is a Hemet, CA registered investment adviser providing personal and family wealth management, business consulting, and institutional asset management. The firm focuses on asset allocation and portfolio construction using ETFs, index strategies, and mutual funds, and commonly custodys with Charles Schwab. Serves retail and institutional clients including business owners and entrepreneurs.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW FRANCIS KOTYUK
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4760776
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,629,426 | $245,098 |
| Non-Discretionary | $15,195,381 | $250,000 |
| Total | $58,824,807 | $245,283 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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