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Channel Wealth, LLC

Headquartered in SANTA BARBARA, CA

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Firm Information

Channel Wealth, LLC is an investment advisor headquartered in Santa Barbara, CA. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and consulting services. Channel Wealth manages approximately $530.5 million in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. They have a team of 7 licensed agents and 8 investment advisor representatives.

Channel Wealth, LLC

3700 STATE STREET

SANTA BARBARA, CA 93105

$530.54M

Assets Under Management

115

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning and consulting

Branch Locations (2)

CHANNEL WEALTH, LLC has a total of 2 branch locations across the country.
location

RANCHO SANTA MARGARITA, CA

location

SANTA BARBARA, CA

Advisors at Channel Wealth, LLC

View All 8 Advisors
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Brett Edward Weichbrod

RA

SANTA BARBARA, CA

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Justin Thoreau Pollack

RA

SANTA BARBARA, CA

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Ross L Anderson

CFP®, RA

SANTA BARBARA, CA

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Maria Guadalupe Vallejo-meza

RA

SANTA BARBARA, CA

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Maxwell Joel Phillips

RA

SANTA BARBARA, CA

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Joseph Reeves O'Flaherty

RA

SANTA BARBARA, CA

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Unclaimed
Justin Robert Anderson

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
Christian Randolph Snowden

RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Channel Wealth, LLC.

Frequently Asked Questions (6)

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