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CHANNEL WEALTH, LLC
SANTA BARBARA, CA
805-898-0893
SEC #801-126767Total AUM
$850.9M
Employees
17Clients
2,019Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3760 STATE STREET
SUITE 201
SANTA BARBARA
CA 93105
United States
SUITE 201
SANTA BARBARA
CA 93105
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Monday - Friday
Phone
805-898-0893
Other Offices
1
Financials
Total AUM
$850.9M
Accounts
2,019Discretionary
$840.9M
Accounts
1,913Non-Discretionary
$9.9M
Accounts
106
Clients
Individual Clients
1,132AUM
$174.1M
HNW Individual Clients
842AUM
$633.3M
Pension/Profit Sharing Plan Clients
21AUM
$8.9M
Charitable Organization Clients
11AUM
$23.4M
Corporation or Business Clients
13AUM
$11.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
NON-PROFITS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING AND CONSULTING
Compliance
Disclosures
None reported
State Registrations
AZCAMANCNVORTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.