DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ALPHA WEALTH MANAGEMENT, LLC

CRD 158608

HEMET, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c7a7dd6-1f71-bc50-0da2-a13d0a6742f1

Data as of Jun 14, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 27, 2012 to Jun 14, 2012
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $26.0MItem 5.F on the latest filing (2012-06-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $26.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 106
SEC number: 801-72596
CRD: 158608
Filings on the tape: 5
First filed: Mar 27, 2012
Latest filed: Jun 14, 2012
Organised: Limited Liability Company, California

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW FRANCIS KOTYUK	n/a	HEMET, CA	0	22	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ESTES, JAMES, PAUL	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	07/2011	Mar 27, 2012	Jun 14, 2012
KOTYUK, ANDREW, FRANCIS	MANAGING MEMBER AND CEO	D	yes	07/2011	Mar 27, 2012	Jun 14, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 27, 2012	$26.0M	$25.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$26.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEISBERG CAPITAL MANAGEMENT	2	Feb 7, 2025	Jan 22, 2025	HEMET, CA	Team lift out	Other	100.0%

Relationships

Registered with (5)

← ANDREW FRANCIS KOTYUKAdvisorregistration: current employment
Dec 24, 2025 to presentfactForm ADV
← AKRAM ANOUAR TADLAOUIAdvisorregistration: previous registration
Nov 6, 2014 to Feb 7, 2025factForm ADV
← JUSTIN DALE YOUNGAdvisorregistration: previous registration
Nov 21, 2016 to Feb 7, 2025factForm ADV
← MARIA NANCY MELECIOAdvisorregistration: previous registration
Nov 9, 2015 to Jun 19, 2018factForm ADV
← JAMES PAUL ESTESAdvisorregistration: previous registration
Jul 22, 2011 to May 17, 2018factForm ADV

Controls (2)

← KOTYUK, ANDREW, FRANCISOwnerMANAGING MEMBER AND CEO, ownership code D, individual
Mar 27, 2012 to presentfactForm ADV
← ESTES, JAMES, PAULOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 27, 2012 to presentfactForm ADV

Moved with (1)

→ WEISBERG CAPITAL MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Feb 7, 2025 to Jan 22, 2025factForm ADV

Dated events

Occurred
Feb 7, 2025
Team lift-out
2 advisors left Alpha Wealth Management, LLC (Hemet, CA) for Weisberg Capital Management on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Feb 7, 2025
Advisor changed firm
Akram Anouar Tadlaoui left Alpha Wealth Management, Llc for Weisberg Capital Management (registered 2025-01-22)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2025
Advisor changed firm
Justin Dale Young left Alpha Wealth Management, Llc for Weisberg Capital Management (registered 2025-01-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c7a7dd6-1f71-bc50-0da2-a13d0a6742f1
First observed: Mar 27, 2012
Last observed: Jun 14, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALPHA WEALTH MANAGEMENT, LLC

CRD 158608

HEMET, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c7a7dd6-1f71-bc50-0da2-a13d0a6742f1

Data as of Jun 14, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW FRANCIS KOTYUK

n/a

HEMET, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ESTES, JAMES, PAUL

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

07/2011

Mar 27, 2012

Jun 14, 2012

KOTYUK, ANDREW, FRANCIS

MANAGING MEMBER AND CEO

yes

07/2011

Mar 27, 2012

Jun 14, 2012

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 27, 2012

$26.0M

$25.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$26.0M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEISBERG CAPITAL MANAGEMENT

Feb 7, 2025

Jan 22, 2025

HEMET, CA

Team lift out

Other

100.0%