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CHANNEL WEALTH, LLC

dba CHANNEL WEALTH, LLC · CRD 323461 · Registered Investment Adviser

Custody via related person

CHANNEL WEALTH, LLC is a Registered Investment Adviser headquartered in SANTA BARBARA, CA. The firm reports $850,851,480 in regulatory assets under management across 2,019 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$840,917,084
Non-discretionary$9,934,396
Total RAUM$850,851,480
Accounts2,019

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 323461. adviserinfo.sec.gov/firm/summary/323461.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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