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Guggenheim Wealth Solutions
GUGGENHEIM WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser in SANTA MONICA, CA, registered since 2016.
Guggenheim Wealth Solutions
GUGGENHEIM WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser in SANTA MONICA, CA, registered since 2016. The firm manages approximately $371 million in assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who oversees investment decisions at Guggenheim Wealth Solutions?
The firm is led by senior advisors who report through the Guggenheim Partners structure. Named leadership is not publicly listed on the firm's website. Investment decisions are guided by the firm's investment committee, which includes members from Guggenheim's broader asset management and banking divisions.
How does Guggenheim Wealth Solutions differ from Guggenheim Partners' other entities?
Guggenheim Wealth Solutions is a distinct RIA and multi-family office within Guggenheim Partners. It focuses on tailored wealth management for ultra-high-net-worth families, unlike Guggenheim Securities (investment banking) or Guggenheim Investments (institutional asset management). The unit draws on the parent firm's platform for research, deal flow, and portfolio construction.
Does Guggenheim Wealth Solutions invest through external funds or direct deals?
The firm uses both approaches, allocating capital to external funds and direct co-investments. Its direct deal activity often involves private credit arrangements and real estate structured as club deals or SPVs. The firm also commits to hedge funds and other alternatives through its multi-family office structure.
What investment stages does Guggenheim Wealth Solutions target?
The firm does not limit itself by stage but focuses on growth and income-oriented opportunities. Across private credit, it participates in senior and junior debt; in real estate, it targets core-plus and value-add properties. It avoids early-stage venture capital, preferring more mature, cash-flow-generating assets.
Where does the wealth served by Guggenheim Wealth Solutions originate?
The firm serves the Guggenheim family and other ultra-high-net-worth clients. The Guggenheim family wealth originated from mining and industrial assets in the 19th and 20th centuries, though the firm now manages capital from a broad base of wealthy families and institutions.
Is Guggenheim Wealth Solutions a single-family office or multi-family office?
It operates as a multi-family office, serving multiple families and institutions. The firm is structured as an RIA within Guggenheim Partners, providing services including investment management, tax planning, estate planning, and family governance. The multi-family model allows it to scale and access opportunities typically reserved for large institutions.
Does Guggenheim Wealth Solutions have a philanthropic arm?
The firm does not independently run a foundation, but it advises clients on philanthropic strategies, including donor-advised funds and private foundations. The broader Guggenheim Partners supports charitable initiatives through the Guggenheim Foundation, which is separate from the wealth advisory unit.
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