Anne Bookwalter Walsh
Managing Partner, Chief Investment Officer, Guggenheim Wealth Solutions, LlcGuggenheim Wealth Solutions, LLCCRD 2671132
About Anne Bookwalter Walsh
Anne Bookwalter Walsh is listed as Managing Partner, Chief Investment Officer, Guggenheim Wealth Solutions, Llc at Guggenheim Wealth Solutions, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Under 5%. Anne Bookwalter Walsh is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Guggenheim Wealth Solutions, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Anne Bookwalter Walsh work?
Anne Bookwalter Walsh is listed as Managing Partner, Chief Investment Officer, Guggenheim Wealth Solutions, Llc at Guggenheim Wealth Solutions, LLC on SEC Form ADV.
How much of Guggenheim Wealth Solutions, LLC does Anne Bookwalter Walsh own?
Form ADV reports a beneficial ownership band of Under 5%.
Guggenheim Wealth Solutions, LLC
| Title | Managing Partner, Chief Investment Officer, Guggenheim Wealth Solutions, Llc |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Guggenheim Partners Investment Management, LLC
| Title | Managing Partner, Chief Investment Officer, Guggenheim Partners Investment Management |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |