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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...
Overview
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
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.
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.
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