Channel Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

323461

SEC number

801-126767

Firm type

RIA

Assets under management

$850.9M as of Apr 7, 2026

Website

linkedin.com/COMPANY/CHANNEL-WEALTH ↗

Phone

805-898-0893

Address

3760 State Street, Santa Barbara, CA, 93105

Advisors at this firm

9 in our index · page 1 of 1

• Justin Robert AndersonCRD 4549763 · Santa Barbara, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ross L AndersonCRD 5677662 · Rancho Santa Margarita, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Awni-Ming Resurreccion BroughtonCRD 8244765 · Santa Barbara, CA
  IA Registered
• Joseph Reeves O'flahertyCRD 3059275 · Santa Barbara, CA
  IA Registered
• Maxwell Joel PhillipsCRD 4953387 · Santa Barbara, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin Thoreau PollackCRD 3029951 · Santa Barbara, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christian Randolph SnowdenCRD 5922548 · Santa Barbara, CA
  IA RegisteredRegistration inactive
• Maria Guadalupe Vallejo-MezaCRD 6162393 · Santa Barbara, CA
  IA RegisteredRegistration inactive
• Brett Edward WeichbrodCRD 4595377 · Santa Barbara, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.