9AT: GUGGENHEIM WEALTH SOLUTIONS, LLC

Advisers
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
guggenheim wealth solutions, llc
Summary

GUGGENHEIM WEALTH SOLUTIONS, LLC

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GUGGENHEIM INVESTMENT ADVISORS, LLC
GUGGENHEIM WEALTH SOLUTIONS, LLC

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other names

GUGGENHEIM WEALTH SOLUTIONS, LLC
GUGGENHEIM PARTNERS ADVISOR, LLC
GUGGENHEIM PARTNERS ADVISORS, LLC
GUGGENHEIM INVESTMENTS
GUGGENHEIM PARTNERS
GUGGENHEIM INVESTMENTS ASSET MANAGEMENT

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

Adviser Profile

As of Date	05/14/2025
Adviser Type - Related adviser
Number of Employees	9 800.00%
of those in investment advisory functions	5 100.00%
Registration	SEC, Approved, 04/07/2016

AUM^*	31,443,945 100.00%
of that, discretionary	31,443,945
Private Fund GAV^*	0
Avg Account Size	1,048,132
SMA’s	No
Private Funds	0
Contact Info	310 xxxxxxx
Websites

Details

https://twitter.com/guggenheimptnrs

https://www.guggenheiminvestments.com/

HTTPS://WWW.GUGGENHEIMPARTNERS.COM/

https://www.instagram.com/guggenheiminvestments_official/

https://www.instagram.com/guggenheim-partners

https://www.linkedin.com/company/Guggenheim-Investments

https://www.linkedin.com/company/guggenheim-partners

https://www.linkedin.com/in/anne-walsh-4878111b7/

https://www.linkedin.com/in/dinadilorenzo/

https://www.youtube.com/@guggenheiminvestments

Client Types

- Individuals (other than high net worth individuals)
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1

2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

GPA is a Delaware limited liability company formed on March 10, 2016. Guggenheim Capital, LLC (“Guggenheim Capital”) is the sole owner of GPA through a series of holding companies, including Guggenheim Manager, Inc.; Guggenheim Partners, LLC (“Guggenheim Partners”); GI Holdco II LLC; GI Holdco LLC; GMI GPIMH, LLC; and Guggenheim Partners Investment Management Holdings, LLC (“GPIMH”). Sage Assets, Inc. holds a minority ownership interest in Guggenheim Capital, LLC. Consolidated Investment Services, Inc. owns SAGE Assets, Inc. Sammons

Corporation owns Consolidated Investment Services, Inc. Sammons Enterprises, Inc. owns Sammons Corporation. Sammons Enterprises, Inc. Employee Stock Ownership Trust owns Sammons Enterprises, Inc. GreatBanc Trust Company is the Trustee for Sammons Enterprises, Inc. Employee Stock Ownership Trust. GPA may provide investment advice to Guggenheim Partners Investment Management, LLC (“GPIM”) and/or other clients. As of March 31, 2024, GPA does not manage any Regulatory Assets Under Management. GPA does not participate in any wrap fee program.

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