National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > santa barbara

CHANNEL WEALTH, LLC

Tel: 805-898-0893
3700 State Street
Suite 240
Santa Barbara, California  93105

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CHANNEL WEALTH, LLC

CHANNEL WEALTH, LLC is a Santa Barbara, California based financial advisory firm with nearly $530,542,800 in assets under management and provides investment advisory services for 1545 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTIN

Firm CRD#:

323461

SEC#:

801-126767

No. of Clients:

1545

Assets under Management

$530,542,800

No. of Advisors:

15

More Financial Advisory Firms in Santa Barbara, California

More Firms in Santa Barbara, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.