CHANNEL WEALTH, LLC

CHANNEL WEALTH, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 323461). Regulatory assets under management: $850.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (14)

NameRoleLocation
Justin Robert AndersonPARTNER—
Christian Randolph SnowdenPARTNER—
Maxwell Joel PhillipsPARTNER—
Justin Thoreau PollackPARTNER—
Brett Edward WeichbrodPARTNER—
William Henry SpeachtCHIEF COMPLIANCE OFFICER—
Michelle Lea EldridgeCHIEF COMPLIANCE OFFICER—
ANDERSON MARK ROBERTPARTNER—
SIZEMORE STACY LEIGHCHIEF COMPLIANCE OFFICER—
ELDRIDGE MICHELLE LEACHIEF COMPLIANCE OFFICER—
SNOWDEN CHRISTIAN RANDOLPHPARTNER—
PHILLIPS MAXWELL JOELPARTNER—
POLLACK JUSTIN THOREAUPARTNER—
WEICHBROD BRETT EDWARDPARTNER—

Branch offices (1)

CityStateEmployeesPhone
RANCHO SANTA MARGARITACA1805-898-0893

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