Channel Wealth, LLC

Channel Wealth, LLC (CRD# 323461) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $530,542,800 in 1,545 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3700 State Street, Suite 240, Santa Barbara, CA 93105
https://www.channelwealth.com/
By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    1,545
    ACCOUNTS
  • Average Account Value
    $343,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, OR, TX, WA

Financial Advisors at Channel Wealth, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Justin Anderson, financial advisor Santa Barbara CA
Justin R. Anderson
CRD#: 4549763
3700 State Street, Suite 240, Santa Barbara, CA 93105

Justin Anderson (CRD# 4549763) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.

2
Ross Anderson, financial advisor Santa Barbara CA
Ross L. Anderson
CRD#: 5677662
3700 State Street, Suite 240, Santa Barbara, CA 93105

Ross Anderson (CRD# 5677662) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

3
Maxwell Phillips, financial advisor Santa Barbara CA
Maxwell J. Phillips
CRD#: 4953387
3700 State Street, Suite 240, Santa Barbara, CA 93105

Maxwell Phillips (CRD# 4953387) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.

4
Justin Pollack, financial advisor Santa Barbara CA
Justin T. Pollack
CRD#: 3029951
3700 State Street, Suite 240, Santa Barbara, CA 93105

Justin Pollack (CRD# 3029951) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

5
Christian Snowden, financial advisor Santa Barbara CA
Christian R. Snowden
CRD#: 5922548
3700 State Street, Suite 240, Santa Barbara, CA 93105

Christian Snowden (CRD# 5922548) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry.

6
Brett Weichbrod, financial advisor Santa Barbara CA
Brett E. Weichbrod
CRD#: 4595377
3700 State Street, Suite 240, Santa Barbara, CA 93105

Brett Weichbrod (CRD# 4595377) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.

7
Maria Vallejo-Meza, financial advisor Santa Barbara CA
Maria G. Vallejo-Meza
CRD#: 6162393
3700 State Street, Suite 240, Santa Barbara, CA 93105

Maria Vallejo-Meza (CRD# 6162393) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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