Alpha Wealth Management, LLC

Alpha Wealth Management, LLC (CRD# 158608) is a financial advisory firm headquartered in Hemet, CA. They manage $35,841,684 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $217,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alpha Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James P. Estes
CRD#: 2484236
San Jacinto, CA
96
Wealthminder
score

James Estes (CRD# 2484236) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in San Jacinto, CA and has over 22 years of experience in the finance industry. James Estes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Akram A. Tadlaoui
CRD#: 6269232
220 N San Jacinto Ave, Hemet, CA 92543
89
Wealthminder
score

Akram Tadlaoui (CRD# 6269232) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in Hemet, CA and has over 2 years of experience in the finance industry.

3
Maria N. Melecio
CRD#: 6398625
220 N San Jacinto Ave, Hemet, CA 92543
88
Wealthminder
score

Maria Melecio (CRD# 6398625) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in Hemet, CA and has 1 year of experience in the finance industry.

4
Andrew F. Kotyuk
CRD#: 4760776
San Jacinto, CA
83
Wealthminder
score

Andrew Kotyuk (CRD# 4760776) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in San Jacinto, CA and has over 12 years of experience in the finance industry.

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