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Home > Retirement Planners > california > santa barbara > CHANNEL WEALTH, LLC
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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