| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Bookwalter Walsh Control | Managing Partner, Chief Investment Officer, Guggenheim Wealth Solutions, Llc | Under 5% | 2024 |
| Dina Marie Dilorenzo Control | Managing Partner, President | Under 5% | 2024 |
| Guggenheim Partners Investment Management Holdings, LLC Control | Member | Over 75% | 2016 |
Guggenheim Wealth Solutions, LLC reports $31.4 million in regulatory assets under management on its Form ADV.
Guggenheim Wealth Solutions, LLC reports 9 employees.
Guggenheim Wealth Solutions, LLC is based in Santa Monica, CA and has been SEC-registered since 2016.
Guggenheim Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Wilshire Blvd, Suite 500, Santa Monica, CA 90401 |
| Phone | 310-576-1270 |
| Fax | 310-576-1271 |
| Office hours | 5:00 a.m. - 4:00 p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $31.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $31.4M |