Channel Wealth Information
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Channel Wealth
Summary
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 informa...Show more
Organization Website | channelwealth.com |
Social Links |  |
Phone Number | (805) 898-0893 |
Industries | |
Headquarters Location | 3760 State St, Santa Barbara, California, 93105 US |
Employees Size | 1-10 employees |
Founded | 2020 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1996 | Privately Held | 1-10 | - | $- | |
| 2019 | - | 1-10 | - | $- | |
| 2010 | - | 1-10 | - | $- | |
| 2006 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Channel Wealth shows a diverse range of experience levels:
9% have been with the company for less than 1 year18% for 1–2 years9% for 3–4 years64% for 5–7 yearsDiscover More
Contact top employees from
Channel Wealth
Brett Weichbrod
Wealth Advisor / Managing Partner
Rory DAgostino
Director & Principal Adviser
Joe OFlaherty
Chief Investment Officer
Justin Anderson
Managing Partner / Wealth Advisor
Chris Snowden
Wealth Advisor / Partner
Maria Vallejo
Wealth Advisor
Maxwell Phillips
Wealth Advisor / Partner
Victor Silverman
Investment Research Intern
E Ashley Owens
Qualified Plan Administrator
Companies Similar to Channel Wealth
FAQ
Channel Wealth operates in the Finance industries. More details can be found on the official website: channelwealth.com.
The headquarters of Channel Wealth are located in Santa Barbara, United States.
You can contact Channel Wealth by phone at (805) 898-0893.
Channel Wealth currently employs 1-10 people.
Well-known competitors of Channel Wealth include Astoria Strategic Wealth, Clarity Financial Planning Group, LifeSteps Financial and Worth Advisors.
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