SANTA BARBARA, CACRD 323461Latest ADV April 7, 2026
Channel Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated April 7, 2026, reports $851M in regulatory assets under management, 17 employees, 1 office, and 2,019 accounts.
Assets Under Management
$851M
Employees
17
Offices
1 office
Total Clients
2,019
Primary office
SANTA BARBARA, CA
3760 STATE STREET, SUITE 201, SANTA BARBARA, CA, United States
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
1,132
2
HNWI
41.7%
842
3
Pension Plans
1.0%
21
4
Corporations
0.6%
13
5
Charitable
0.5%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$851Mas of April 7, 2026
Discretionary98.8%
$841M
99% of total RAUM98.8%
Non-discretionary1.2%
$10M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$851M
Total Accounts2,019
10Y AUM Change+$851M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee119:1
10Y Employee Change+3 (+21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.