GUGGENHEIM WEALTH SOLUTIONS, LLC

Santa Monica, United States · CRD 283238

SEC-registered investment adviser since 2016 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$371.3m
Main clients (by assets)Individuals 28%, Charities 23%, State and local governments 2%
Websiteguggenheiminvestments.com
Form ADV · 2026-03-31SEC adviser record

Kindhedge funds, private equity, real estate, structured credit, mutual funds, institutions, futures
Others nearbySaint Louis, MO, New York, NY, Stamford, CT, Chicago, IL, Santa Monica, CA, Rockville, MD
FamilyGUGGENHEIM CAPITAL LLC · 11 related pages · largest: GUGGENHEIM CAPITAL LLC

As an employer

Staff (Form ADV)10 · 6 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Santa Monica, CA (main office)United States	United States	about 4
Clayton, MOUnited States	United States	1
Stamford, CTUnited States	United States	1
New York, NYUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.