A complete list of active advisors currently associated with Alpha Wealth Management, LLC

Warmer can help you find a great advisor at Alpha Wealth Management, LLC or one who fits your needs even better.

Alpha Wealth Management is an independent, single‑advisor registered investment adviser managing roughly $58.8 million for about 106 clients. The firm offers asset management, comprehensive portfolio management, financial planning, portfolio monitoring, and retirement plan consulting for individuals as well as corporate, pension/profit‑sharing plans and charitable organizations. Portfolios are constructed from individual stocks, bonds, ETFs, mutual funds and options, with ongoing monitoring and rebalancing tailored to clients’ objectives and risk tolerances. The firm’s methods include fundamental, technical, cyclical and third‑party manager analysis, and it discloses the use of margin (borrowing) and option strategies in separately managed accounts. Compared with typical solo independent advisers, Alpha Wealth’s mix of institutional, corporate and charitable plan work and its provision of pension consulting are uncommon for a firm of its size. The brochure also discloses that the firm’s principal dedicates roughly 20% of their time to an unrelated retail propane business, a fact clients may consider in assessing capacity and potential conflicts of interest.

To learn more about the advisors currently working at Alpha Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Kotyuk	Hemet, CA	22

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