Channel Wealth

Channel Wealth

Financial Services 3700 State St 13 employees
Employees
13
Contacts
4
Emails
4
Phones
3

Channel Wealth Overview

Headquarters
3700 State St
Industry
Financial Services
Employees
13
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Channel Wealth

Investment advisory services offered through Channel Wealth, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Channel Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Channel Wealth Org Chart

Sample employees and titles
Name Title Contact
Justin Anderson, Cfp® Managing Partner / Wealth Advisor
Email Phone
Chris Snowden Wealth Advisor / Partner at Channel
Email Phone
Maxwell Phillips 3760 State Street, Suite 201, Santa
Email Phone
Dawnielle Brownell Channel Wealth Provides Clarity
Email

Employees by Management Level

Individual contributor 5 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 2
General 1 1 1

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