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Building 2GUGGENHEIM WEALTH SOLUTIONS, LLC

Map pinSANTA MONICA, CA
Phone310-576-1270
NotebookSEC #801-107511
Total AUM
$371.3M
Employees
10
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WILSHIRE BLVD
SUITE 500
SANTA MONICA
CA 90401
United States
Operating Hours
5:00 AM - 4:00 PM PST
Monday - Friday
Phone
310-576-1270
Other Offices
3

ReceiptFinancials

Total AUM
$371.3M
Accounts
242
Discretionary
$371.3M
Accounts
242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
210
AUM
$102.9M
HNW Individual Clients
1
AUM
$6M
Pension/Profit Sharing Plan Clients
1
AUM
$692.7K
Charitable Organization Clients
14
AUM
$84.4M
Government Entity Clients
1
AUM
$9.2M
Investment Advisor Clients
1
AUM
$303.9K
Insurance Company Clients
1
AUM
$607.1K
Corporation or Business Clients
9
AUM
$6.9M
Other Clients
1
AUM
$160.3M
Description of Other Clients
WELFARE BENEFIT FUNDS, EMPLOYEE HEALTH PLANS

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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