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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