GUGGENHEIM WEALTH SOLUTIONS, LLC
  • GUGGENHEIM WEALTH SOLUTIONS, LLC
  • GUGGENHEIM PARTNERS ADVISOR, LLC
  • GUGGENHEIM PARTNERS ADVISORS, LLC
  • GUGGENHEIM INVESTMENTS
  • GUGGENHEIM PARTNERS
  • GUGGENHEIM INVESTMENTS ASSET MANAGEMENT

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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 04/07/2016
ADV Location SANTA MONICA, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 371,322,262
of that, discretionary 371,322,262
Number of Employees 10 100%
of those in investment advisory functions 6 100%
Private Fund GAV* 0
Avg Account Size 1,534,390
% High Net Worth 1.61%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

371M 318M 265M 212M 159M 106M 53M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary