Channel Wealth, LLC
● SEC registered since 2022CRD 323461SEC# 801-126767Santa Barbara, CA
Reg. AUM
$850.9M
Employees
17
Accounts
2,019
Location
Santa Barbara, CA
Channel Wealth, LLC assets under management
Channel Wealth, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2022. It reports $850.9 million in regulatory assets under management and employs 17 people.
Channel Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Edward Weichbrod Control | Partner | 10-25% | 2022 |
| Christian Randolph Snowden Control | Partner | 25-50% | 2022 |
| Justin Robert Anderson Control | Partner | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Channel Wealth, LLC manage?
Channel Wealth, LLC reports $850.9 million in regulatory assets under management on its Form ADV.
How many employees does Channel Wealth, LLC have?
Channel Wealth, LLC reports 17 employees.
Where is Channel Wealth, LLC located?
Channel Wealth, LLC is based in Santa Barbara, CA and has been SEC-registered since 2022.
Does Channel Wealth, LLC disclose fund performance?
Channel Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3760 State Street, Suite 201, Santa Barbara, CA 93105 |
| Phone | 805-898-0893 |
| Office hours | 8:30a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$850.9M▲ 60%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$850.9Mregulatory AUM
Discretionary $840.9MNon-discretionary $9.9M