CHANNEL WEALTH, LLC
CRD #323461 SEC #801-126767 SANTA BARBARA, CA 805-898-0893
SEC Registered
Total AUM
$833M
Discretionary
$681.4M
Employees
17
Clients
1
Accounts
1,796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $833M | $681.4M | $151.7M | 17 | 213 |
| Nov 2025 | $833M | $681.4M | $151.7M | 17 | 213 |
| Sep 2025 | $833M | $681.4M | $151.7M | 17 | 213 |
| Jul 2025 | $833M | $681.4M | $151.7M | 17 | 213 |
| Mar 2025 | $833M | $681.4M | $151.7M | 17 | 213 |
| Feb 2025 | $530.5M | $530.4M | $185.7K | 15 | 115 |
| Jun 2024 | $530.5M | $530.4M | $185.7K | 15 | 115 |
| Apr 2024 | $530.5M | $530.4M | $185.7K | 15 | 115 |
| Mar 2024 | $530.5M | $530.4M | $185.7K | 15 | 115 |
| Sep 2023 | $392.8M | $392.8M | $0 | 14 | 0 |
| Sep 2023 | $392.8M | $392.8M | $0 | 14 | 0 |
| Jul 2023 | $392.8M | $392.8M | $0 | 14 | 0 |
| Apr 2023 | $392.8M | $392.8M | $0 | 14 | 0 |
| Mar 2023 | $392.8M | $392.8M | $0 | 14 | 0 |
| Feb 2023 | $392.8M | $392.8M | $0 | 14 | 0 |
| Jan 2023 | $0 | $0 | $0 | 14 | 0 |
| Nov 2022 | $0 | $0 | $0 | 14 | 0 |
| Oct 2022 | $0 | $0 | $0 | 14 | 0 |
| Sep 2022 | $0 | $0 | $0 | 14 | 0 |
DateDec 2025
Total AUM$833M
Discretionary$681.4M
Non-Disc.$151.7M
Employees17
Clients213
DateNov 2025
Total AUM$833M
Discretionary$681.4M
Non-Disc.$151.7M
Employees17
Clients213
DateSep 2025
Total AUM$833M
Discretionary$681.4M
Non-Disc.$151.7M
Employees17
Clients213
DateJul 2025
Total AUM$833M
Discretionary$681.4M
Non-Disc.$151.7M
Employees17
Clients213
DateMar 2025
Total AUM$833M
Discretionary$681.4M
Non-Disc.$151.7M
Employees17
Clients213
DateFeb 2025
Total AUM$530.5M
Discretionary$530.4M
Non-Disc.$185.7K
Employees15
Clients115
DateJun 2024
Total AUM$530.5M
Discretionary$530.4M
Non-Disc.$185.7K
Employees15
Clients115
DateApr 2024
Total AUM$530.5M
Discretionary$530.4M
Non-Disc.$185.7K
Employees15
Clients115
DateMar 2024
Total AUM$530.5M
Discretionary$530.4M
Non-Disc.$185.7K
Employees15
Clients115
DateSep 2023
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees14
Clients0
DateJul 2023
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees14
Clients0
DateApr 2023
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees14
Clients0
DateFeb 2023
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0