CHANNEL WEALTH, LLC
Santa Barbara, California
Channel Wealth, LLC is a prominent investment advisory firm based out of Santa Barbara, California. With three strategically located offices, Channel Wealth is well-positioned to serve a diverse clientele. The firm boasts a team of 14 highly skilled professionals, with 10 of them specializing in providing comprehensive investment advisory services.
With an impressive average of approximately $39,280,000 in assets under management per investment advisor, Channel Wealth is known for its exceptional financial expertise and successful wealth management strategies. The firm offers a variety of compensation structures, including a perc...
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Assets Under Mgmt
$392.77M
Investment Professionals
10
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other Business Activities
Insurance broker or agent
Articles
Articles
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