United States · Is Channel Wealth investing now?
No investments in the last 12 months.
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Based in
- Santa Barbara, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration6 named
BEBrett Edward WeichbrodPartneriForm ADV
CRChristian Randolph SnowdenPartneriForm ADV
JRJustin Robert AndersonPartneriForm ADV
JTJustin Thoreau PollackPartneriForm ADV
MJMaxwell Joel PhillipsPartneriForm ADV
MLMichelle Lea EldridgeChief Compliance OfficeriForm ADV
We also hold 7 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$851Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Channel Wealth, LLC
- SEC number
- CRD 323461