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
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Adviser Profile
As of Date 05/14/2025
Adviser Type - Related adviser
Number of Employees 9 800.00%
of those in investment advisory functions 5 100.00%
Registration SEC, Approved, 04/07/2016
AUM* 31,443,945 100.00%
of that, discretionary 31,443,945
Private Fund GAV* 0
Avg Account Size 1,048,132
SMA’s No
Private Funds 0
Contact Info 310 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Charitable organizations
- Corporations or other businesses not listed above

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
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary