Andrew Kotyuk
Alpha Wealth Management · Hemet, California
Andrew Kotyuk is a fee-only financial advisor at Alpha Wealth Management in Hemet, California. Andrew focuses on retirement planning and small business owners. Alpha Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Alpha Wealth Management |
|---|---|
| Based in | Hemet, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $58.8M across 148 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4760776 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.alpha-wealth.com |
| Profile |
How Andrew's firm compares
- Alpha Wealth Management's average account is about $397,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Andrew
Is Andrew Kotyuk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Alpha Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Alpha Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Kotyuk based?
Andrew Kotyuk is based in Hemet, California.
What does Andrew specialize in?
Andrew's specialties include retirement planning and small business owners. Andrew works with pre-retirees and retirees.
Is Andrew Kotyuk registered with the SEC?
Yes. Andrew Kotyuk is registered as an investment adviser representative in CA (CRD 4760776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alpha Wealth Management manage?
Alpha Wealth Management reports $58.8M across 148 accounts in assets under management.
How do I contact Andrew Kotyuk?
Through Andrew's website, www.alpha-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alpha Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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