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CHANNEL WEALTH, LLC
CRD 323461File 801-126767
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$850.9M
Above cohort median (national)
Discretionary AUM
$840.9M
Non-discretionary $9.9M
Clients
2,019
2,019 accounts
Employees
17
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 25, 2022
- Principal office
- 3760 STATE STREET, SUITE 201, SANTA BARBARA, CA, 93105
- Phone
- 805-898-0893
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $850.9M
- Discretionary AUM
- $840.9M
- Non-discretionary AUM
- $9.9M
- Discretionary accounts
- 1,913
- Non-discretionary accounts
- 106
- Total accounts
- 2,019
- AUM per client
- $421K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $11.2M |
| Charitable organizations | 11 | $23.4M |
| High net worth individuals | 842 | $633.3M |
| Pension and profit sharing plans | 21 | $8.9M |
| Individuals (other than high net worth individuals) | 1,132 | $174.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL PLANNING AND CONSULTING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.