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Channel Wealth, LLC

● SEC registered since 2022CRD 323461SEC# 801-126767Santa Barbara, CA
Export (members)
Reg. AUM
$833M
Employees
17
Accounts
1,796
Location
Santa Barbara, CA

Channel Wealth, LLC assets under management

Channel Wealth, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2022. It reports $833 million in regulatory assets under management and employs 17 people.

Channel Wealth, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brett Edward Weichbrod ControlPartner10-25%2022
Christian Randolph Snowden ControlPartner25-50%2022
Justin Robert Anderson ControlPartner25-50%2022
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Frequently asked questions

How much does Channel Wealth, LLC manage?

Channel Wealth, LLC reports $833 million in regulatory assets under management on its Form ADV.

How many employees does Channel Wealth, LLC have?

Channel Wealth, LLC reports 17 employees.

Where is Channel Wealth, LLC located?

Channel Wealth, LLC is based in Santa Barbara, CA and has been SEC-registered since 2022.

Does Channel Wealth, LLC disclose fund performance?

Channel Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3760 State Street, Suite 201, Santa Barbara, CA 93105
Phone805-898-0893
Office hours8:30a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$681.4M
Non-discretionary$151.7M
Total (RAUM)$833M