SEC Form ADV

CHANNEL WEALTH, LLC

Registered Investment AdviserCA
$850.9M
Assets Under Management
2,019
Total Clients
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Registration Details

Accession
CRD-323461
Location
SANTA BARBARA, CA
Filing Date
April 7, 2026
AUM
$850.9M
Total Clients
2,019
Amendment
No

About this Adviser

CHANNEL WEALTH, LLC is a registered investment adviser headquartered in SANTA BARBARA, CA, managing approximately $850.9M in assets across 2,019 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.