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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (9)
AZ CA MA NC NV OR TX VA WA
Address
3760 STATE STREETSUITE 201
SANTA BARBARA, CA 93105
United States
Phone: 805-898-0893