Channel Wealth
Financial Services
3700 State St
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Channel Wealth Overview
- Headquarters
- 3700 State St
- Website
- channelwealth.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Justin Anderson, Cfp® | Managing Partner / Wealth Advisor | Santa Barbara, California, United States |
Email
Phone
|
| Chris Snowden | Wealth Advisor / Partner at Channel | Santa Barbara, California, United States |
Email
Phone
|
| Maxwell Phillips | 3760 State Street, Suite 201, Santa | Santa Barbara, California, United States |
Email
Phone
|
| Dawnielle Brownell | Channel Wealth Provides Clarity | Santa Barbara, California, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 2 |
| General | 1 | 1 | 1 |
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