What AM Wealth does

AM Wealth Limited is a private, ADGM-regulated (FSRA Category 3A, license 13006) wealth management firm headquartered at Al Sila Tower, Abu Dhabi Global Market Square, that provides investment advisory, brokerage, custody, portfolio management, and structured product services to Professional Clients and Market Counterparties. The firm serves high-net-worth individuals and families as its primary segment, with additional offerings for family offices and legal entities, institutional investors, and a dedicated Wealth Woman Club for women investors, with stated access to 12 global exchanges (NYSE, NASDAQ, LSE, HKEX, SSE, SZSE, Borse Frankfurt, ADX, Bahrain Bourse, MSX, DFM, Boursa Kuwait) across eight currencies. Its technology stack combines a native iOS and Android mobile application with the MetaTrader 5 multi-asset trading platform, supplemented by AI and machine learning claims applied to portfolio construction and predictive risk management.

The firm generates revenue through five streams: investment advisory fees, brokerage and transaction commissions, custody services, recurring portfolio management fees on Conservative (6-8% target return), Balanced (9-12%), and Aggressive (12-18%) mandate tiers, and cash management products via money market funds and Treasury Bills. Pricing is quote-based and tailored under an Appendix 1 Fees and Commissions Schedule; specific fee rates are not publicly disclosed. AM Wealth employs an enterprise field sales model anchored at its Abu Dhabi headquarters and supplements client acquisition through high-touch events — including the annual WE Convention in Dubai, and recurring business breakfasts in Dubai, Armenia, and Moscow — targeting HNW and family office prospects across the MENA and CIS regions.

The firm was founded in October 2022 by Maria Vasilyeva, who serves as CEO, with a leadership team spanning operations, compliance, technology, trading, and HNW business development. As of early 2026, AM Wealth reports $500M+ in assets under management and 230+ global clients across approximately 1-10 disclosed employees, with no external funding rounds disclosed.

Name

AM Wealth

Legal name

AM Wealth Limited

Website

https://amwealth.ae

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

AM Wealth Limited is an ADGM-regulated (FSRA Category 3A) private wealth management firm headquartered in Abu Dhabi that provides investment advisory, brokerage, custody, and portfolio management services — across three standardized risk tiers and structured products — to HNW individuals, family offices, and institutional clients via its mobile app and MetaTrader 5 platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Discretionary Portfolio Management (Retail) (FSAAAAAH), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Global brokerage services
• Asset custody solutions

Headquarters

HQ city

Abu Dhabi

HQ country

United Arab Emirates

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: Fee-based advisory services providing personalized wealth management guidance, financial planning, and investment recommendations to clients.
2. Brokerage and Transaction Fees: Commissions and transaction fees generated from trade execution across global markets including equities, fixed income, ETFs, and derivatives on behalf of clients.
3. Custody Services: Providing secure safekeeping and custody of client assets with transparent and legally clean asset storage chain.
4. Portfolio Management Fees: Fees for managing customized portfolio mandates including Conservative, Balanced, and Aggressive portfolio strategies with different risk-return profiles.
5. Cash Management Products: Revenue from money market funds, Treasury Bill portfolios, and repo operations with daily liquidity and institutional rates.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

AM Wealth Limited provides discretionary and advisory wealth management to Professional Clients and Market Counterparties, combining personalized investment advisory, global brokerage, custody, and deal arrangement with three risk-tiered portfolio mandates (Conservative, Balanced, Aggressive). The firm offers dedicated product lines across cash management, global fixed income, global equities and ETFs, and structured products, supported by the MetaTrader 5 trading platform, a proprietary mobile application, and AI/ML-driven portfolio and risk decisioning under ADGM FSRA regulation.

Product overview

AM Wealth is a premier wealth management firm offering a unified platform combining an AM Wealth mobile application for everyday portfolio management and MetaTrader 5 for advanced multi-asset trading. The core services include Cash Management Products (money market instruments), Global Fixed Income Instruments (bonds), Global Stocks & ETFs (equities), and Structured Products (customized investment vehicles). The company provides three tailored investment portfolios — Conservative Portfolio (6-8% expected return), Balanced Portfolio (9-12% expected return), and Aggressive Portfolio (12-18% expected return) — along with a Financial Freedom Calculator for financial planning. AM Wealth also operates the Wealth Woman Club, an exclusive sub-brand offering investment programs and community events for women investors. All services are integrated through a single client relationship spanning multiple asset classes and geographies.

Differentiator

Problem solved

Functional benefit

Products and services

• AM Wealth Mobile Application Native mobile application for AM Wealth clients providing full overview of balances, P&L, positions, deep market analytics with real-time charts, news, watchlists, account summaries, and real-time quote execution. Available on iOS and Android with full device synchronization.
• MetaTrader 5 Trading Platform Advanced multi-asset trading platform with 21 timeframes, 80+ technical indicators, unlimited charts, and 24/7 portfolio access. Integrated with AM Wealth accounts for global market trading across Windows, macOS, iOS, Android, and web browser.
• Cash Management Products Intelligent liquidity management solutions providing daily access to funds through money market instruments and risk-optimized savings strategies. Features money market funds with institutional rates, Treasury Bill portfolios, and repo operations with no minimum amount.
• Global Fixed Income Instruments Curated selection of government and corporate bonds from global markets focused on capital preservation, steady income generation, and risk-adjusted returns. Includes government bonds, investment-grade corporate bonds, municipal bonds, emerging market debt, and bond ETFs.
• Global Stocks & ETFs Strategic equity investments combining fundamental analysis, sector rotation, and geographic diversification across global markets. Includes short-term niche ideas, growth stocks, international equity exposure, sector-specific ETFs, and thematic investment funds.
• Structured Products Sophisticated investment vehicles combining asset classes and derivatives to create customized risk-return profiles. Includes principal-protected notes, autocallable products, yield enhancement strategies, capital appreciation certificates, and custom derivative overlays.
• Conservative Portfolio Low-risk investment portfolio designed for capital preservation with steady income generation. Expected annual return of 6-8%. Asset allocation: 60% fixed income, 25% equities, 15% cash and alternatives.
• Balanced Portfolio Moderate-risk investment portfolio combining growth potential with income stability. Expected annual return of 9-12%. Asset allocation: 50% equities, 35% fixed income, 15% alternatives including REITs, commodities, and structured products.
• Aggressive Portfolio High-risk, growth-focused investment strategy for long-term wealth accumulation. Expected annual return of 12-18%. Asset allocation: 75% equities (including growth stocks, emerging markets, sector-specific funds), 10% fixed income (high-yield bonds, convertibles), 15% alternatives (private equity, hedge funds, venture capital).
• Wealth Woman Club Exclusive investment program and community designed for women investors, focusing on eliminating financial blind spots and transforming active income into structured capital. Includes personal income/expense audits, personalized capital plans, risk-adjusted portfolio strategies, and private sessions on capital awareness.

Quantifiable outcome

• $500M+ Assets Under Management
• +4 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature5 records

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Holborn Assets: UK-rooted expat wealth manager with significant UAE presence offering advisory, brokerage, and portfolio management to HNW individuals — directly comparable GTM motion targeting globally mobile professionals.
• Skybound Wealth: Global wealth management firm serving expatriates and HNW clients with offices in Dubai and Abu Dhabi — directly comparable in target customer, product mix (advisory, brokerage, portfolio management), and event-led marketing.
• AES International: Expat-focused wealth management firm headquartered in Dubai with similar high-touch, multi-jurisdictional advisory targeting HNW professionals across MENA — directly comparable client segment and event-driven acquisition.

Broad incumbents

• Interactive Brokers: Global low-cost multi-asset broker with extensive market and currency coverage — sets the competitive ceiling on transaction pricing and breadth of exchange access for AM Wealth's brokerage services.
• Saxo Bank: Global multi-asset broker and platform provider with proprietary trading tech — comparable in providing global market access across 12+ exchanges and serving sophisticated investors, though at materially larger scale.
• Lombard Odier: Swiss private bank with strong MENA/HNWI franchise offering discretionary and advisory portfolio management — aspirational incumbent benchmark for AM Wealth's HNW/UHNWI positioning and fee model.
• ADSS: Abu Dhabi-based broker-dealer offering MT5-enabled multi-asset trading and custody — broader incumbent operating across retail and institutional segments, overlapping with AM Wealth's execution infrastructure.
• Emirates NBD Wealth Management: UAE's largest bank-affiliated wealth manager serving HNW/UHNWI clients — broad incumbent providing a benchmark for scale, product breadth, and pricing against which AM Wealth must compete for domestic HNW share.

Emerging players

• Sarwa: UAE-based digital wealth and advisory platform targeting mass-affluent to HNW investors with robo-advisory and human advisory — emerging MENA competitor with stronger self-serve technology that could pressure AM Wealth's digital proposition.

Regional players

• Geneva Management Group: Switzerland-based independent wealth manager with focus on international HNW clients — regional peer (Europe rather than MENA) with comparable bespoke advisory model and discretionary portfolio management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/am-wealth-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AM Wealth