GUGGENHEIM WEALTH SOLUTIONS, LLC
other names
- GUGGENHEIM WEALTH SOLUTIONS, LLC
- GUGGENHEIM PARTNERS ADVISOR, LLC
- GUGGENHEIM PARTNERS ADVISORS, LLC
- GUGGENHEIM INVESTMENTS
- GUGGENHEIM PARTNERS
- GUGGENHEIM INVESTMENTS ASSET MANAGEMENT
{{ Info.Overview }}
Adviser Profile
| As of Date | 03/31/2026 |
| ADV Location | SANTA MONICA, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 100% |
| of those in investment advisory functions | 6 100% |
| Registration | SEC, Approved, 04/07/2016 |
| AUM* | 371,322,262 9% |
| of that, discretionary | 371,322,262 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,534,390 |
| % High Net Worth | 1.61% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 310 xxxxxxx |
| Websites |
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
1
1
1
1
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds