Channel Wealth, LLC

RIASEC RegisteredEst. 2022

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 registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients and is owned by an individual principal. Its advisory offering spans financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; the firm also operates as an insurance broker. Fee arrangements include asset-based fees as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Its operating profile indicates a mix of traditional advisory work alongside insurance brokerage activity, suggesting an integrated planning-and-products approach for clients.