CHANNEL WEALTH, LLC
Adviser information for CHANNEL WEALTH, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,542 | $530.4M |
| Non-Discretionary | 3 | $185,689 |
| Total | 1,545 | $530.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 916 | $131.1M |
| HNW Individuals | 591 | $366.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $11.7M |
| Charitable organizations | 12 | $12.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $8.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 115 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesFINANCIAL PLANNING AND CONSULTING |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-126767 |
|---|---|
| SEC ERA File Number | 801-126767 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323461 |
| Legal Entity Identifier | None |
Principal Office
3700 STATE STREETSUITE 240
SANTA BARBARA
CA
United States
Monday - Friday, 8:30AM TO 5PM
Tel: 805-898-0893, Fax: None
Chief Compliance Officer
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel:
971-371-3446
M*******@**********M
(Full email address available in API data)
Regulatory Contact
STACY SIZEMORE
CHIEF COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel:
971-371-3450
S****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, JUSTIN, ROBERT | Individual | – | PARTNER | 09/2022 | 25-50% |
| SNOWDEN, CHRISTIAN, RANDOLPH | Individual | – | PARTNER | 09/2022 | 25-50% |
| PHILLIPS, MAXWELL, JOEL | Individual | – | PARTNER | 09/2022 | 10-25% |
| POLLACK, JUSTIN, THOREAU | Individual | – | PARTNER | 09/2022 | 5-10% |
| WEICHBROD, BRETT, EDWARD | Individual | – | PARTNER | 09/2022 | 10-25% |
| ELDRIDGE, MICHELLE, LEA | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |