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Category
Primary
financial-planning · embed-ft 0.57
Tree path
Personal Finance › Financial Planning
Group (tier-1)
Also (top-3)
AI readiness
Compliance (GEO / GDPR)
TLD
Overview
Title
Investment Advisor | California | Alpha Wealth Management
Description
Alpha Wealth Management is a Registered Investment Adviser and was founded by Andrew F. Kotyuk, CIMA in 2011. Our alliance with Charles Schwab as our firm’s primary custodian provides a state of the art platform allowing us to offer wealth advice and financial management services across all aspects.
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Language
en (html)
Scanned at
2026-06-18 13:29:51