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Maxwell Joel Phillips

PartnerChannel Wealth, LLCCRD 4953387

About Maxwell Joel Phillips

Maxwell Joel Phillips is listed as Partner at Channel Wealth, LLC in Santa Barbara, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Channel Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Maxwell Joel Phillips work?

Maxwell Joel Phillips is listed as Partner at Channel Wealth, LLC on SEC Form ADV.

How much of Channel Wealth, LLC does Maxwell Joel Phillips own?

Form ADV reports a beneficial ownership band of 10-25%.

Channel Wealth, LLC

TitlePartner
Ownership10-25%
Control personYes
Since2022