Guggenheim Wealth Solutions, LLC
Guggenheim Wealth Solutions, LLC is an SEC-registered wealth manager in Santa Monica, CA with $371.3M assets under management (AUM, regulatory AUM), +999% over one year. See who owns Guggenheim Wealth Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283238, SEC 801-107511, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $371.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Santa Monica, CA
- Employees
- 10
- Clients
- 233
- CRD
- 283238
- Ownership
- MINERD, BYRON, SCOTT; JEE, ROBERT, TREVOR; JEE, ROBERT, T; GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT HOLDINGS, LLC; CONSOLIDATED INVESTMENT SERVICES, INC.
How much AUM does Guggenheim Wealth Solutions, LLC have?
Guggenheim Wealth Solutions, LLC reported $371.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Guggenheim Wealth Solutions, LLC?
Disclosed owners and executives of Guggenheim Wealth Solutions, LLC include MINERD, BYRON, SCOTT, JEE, ROBERT, TREVOR, JEE, ROBERT, T, GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT HOLDINGS, LLC, CONSOLIDATED INVESTMENT SERVICES, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.