CHANNEL WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$850,851,480
Discretionary
$840,917,084
Non-discretionary
$9,934,396
Firm details
- CRD number
- 323461
- SEC file number
- 801-126767
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.