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CHANNEL WEALTH, LLC
CRD 323461 · SEC 801-126767
3760 STATE STREET, SUITE 201, SANTA BARBARA, CA, 93105, United States
Phone
805-898-0893
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$850.9M
Discretionary AUM
$840.9M
Team
17 total employees; 8 advisory reps; 122 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING AND CONSULTING
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingNON-PROFITS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1132 | $174.1M |
| High net worth individuals | 842 | $633.3M |
| Pension/profit sharing plans | 21 | $8.9M |
| Charitable organizations | 11 | $23.4M |
| Corporations/business entities | 13 | $11.2M |
States served
AZ, CA, MA, NV, NC, OR, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD