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Amr E
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Amr El Moselhy is the sole advisor at AM Wealth Solutions, LLC in Irvine, CA, holding a Series 65 designation with experience beginning in 2025. His prior roles include positions at Liberty Mutual Investments and the Boston Consulting Group. He is also the founder and CEO of AM Advisory, LLC, a strategy consulting firm serving both for-profit and nonprofit organizations, which he currently operates on a limited basis outside regular hours. AM Wealth Solutions, LLC is a fee-only investment advisory firm serving individuals, high-net-worth clients, and nonprofit institutions. The firm provides discretionary portfolio management with a focus on equities, ETFs, and fixed income, utilizing tactical asset allocation and risk management techniques, and also offers separate financial planning and consulting services.
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