Anne Bookwalter Walsh appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Anne Bookwalter Walsh appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-05-14 | Form ADV | GUGGENHEIM WEALTH SOLUTIONS, LLC | MANAGING PARTNER, CHIEF INVESTMENT OFFICER, GUGGENHEIM WEALTH SOLUTIONS, LLC | SANTA MONICA, CA |
| 2025-05-14 | Form ADV | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | MANAGING PARTNER, CHIEF INVESTMENT OFFICER, GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT | NEW YORK, NY |