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 that began SEC registration in 2022 and is organized as an LLC owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Channel Wealth also operates as an insurance broker and bills clients through a mix of percentage-of-AUM fees, hourly charges, fixed fees, and other fee arrangements. The firm does not present itself as an active ESG investor. Its business model blends advisory services with insurance distribution, suggesting a client-facing practice that combines wealth management and risk-transfer planning rather than a pure institutional allocator.