CHANNEL WEALTH, LLC

3700 State Street
Suite 240
Santa Barbara, California 93105
Tel: 805-898-0893

About CHANNEL WEALTH, LLC

CHANNEL WEALTH, LLC, formally registered with the SEC as CHANNEL WEALTH, LLC. The firm was established in 10/25/2022. They have over 3 offices throughout the country.

CHANNEL WEALTH, LLC is a Santa Barbara, California based Financial Planning firm with nearly $530,542,800 assets under management, offering retirement planning & investment advisory services to 1545 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323461
SEC#	801-126767
Assets Managed by Firm	$530,542,800
No. of Clients	1545
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (FINANCIAL PLANNING AND CONSULTING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1545	$530,542,800
Individuals (other than high net worth individuals)	916	$131,099,991
High net worth individuals	591	$366,893,443
Pension and profit sharing plans	15	$11,737,264
Charitable organizations	12	$12,157,596
Corporations or other businesses	11	$8,654,506

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