firm profile
Channel Wealth, LLC
Overview
Channel Wealth, LLC is an SEC registered investment adviser based in Santa Barbara, CA, registered since 2022. It reports $851M in assets under management across 2,019 accounts, with 17 employees. It has 9 investment adviser representatives.
- Reported AUM
- $851M
- Discretionary
- 99%
- Accounts
- 2,019
- Average account
- $421K
- Employees
- 17
- Advisory reps
- 9
- Registered since
- 2022
- Jurisdictions
- 9
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 6
- William Henry Speacht Chief Compliance Officer CRD 2801842
- Brett Edward Weichbrod Partner CRD 4595377
- Christian Randolph Snowden Partner CRD 5922548
3 more executive officers, with direct contact details
Advisory reps 3 of 9
- Justin Robert Anderson Insurance Agent · Investment Adviser Rep CRD 4549763
- Ross Lowell Anderson Insurance Agent · Investment Adviser Rep CRD 5677662
- Awni-Ming Resurreccion Broughton Investment Adviser Rep CRD 8244765
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3760 State St Ste 201
Santa Barbara, CA 93105 - County
- Santa Barbara
- Metro area
- Santa Maria-Santa Barbara, CA
- Region
- West
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: channelwealth.com
Every state, with registration dates
Similar firms near Santa Barbara
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- Ariadne Wealth Management, LPSanta Barbara, CA$627M AUM
- Avalan, LLCSanta Barbara, CA$622M AUM
- Cuadrilla Capital, LLCSanta Barbara, CA$587M AUM
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