Channel Wealth, LLC

RIASEC Registered

Total AUM

$851M

Discretionary

$841M

99% of AUM

Avg account

$421K

Accounts

2,019

Employees

Advisory reps

Firm details

Headquarters: Santa Barbara, California
CRD number: 323461
Registered since: October 25, 2022
Website: www.channelwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI74.43%
Individuals20.47%
Charitable Organizations2.75%
Corporations / Businesses1.32%
Pension & Profit Sharing Plans1.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Channel Wealth, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2022) and combines fee models (percentage of AUM, hourly, fixed and other arrangements) with insurance brokerage activity. Its client base spans individuals and families as well as institutional clients. Advisory services emphasize financial planning and portfolio management across individual/small-business and institutional/business relationships, and the firm lists pension consulting among its advisory activities. Channel Wealth does not identify as an ESG investor and is not positioned as a third‑party capital allocator.