# Guggenheim Wealth Solutions

Guggenheim Wealth Solutions is a Multi Family Office based in Santa Monica, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** guggenheimwealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/guggenheim-investments

## Regulatory record

- **CRD number:** 283238
- **SEC file number:** 801-107511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283238

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Investment Advisory

## 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.

## Related profiles

- [Cherrytree Capital Management, LLC](https://altss.com/profile/cherrytree-capital-management-llc)
- [Randall Wealth Advisors](https://altss.com/profile/randall-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:17.746Z

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