C
$850.9M Total AUM
$840.9M Disc. AUM
-- 3Y CAGR
17 Employees
2,141 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2022
- Office Locations
- 2
Office Locations
23142 Arroyo Vista Suite 6 Rancho Santa Margarita CA
3760 State Street Suite 201 Santa Barbara CA
About Channel Wealth, LLC
Channel Wealth, LLC is a Santa Barbara-based RIA with 2 offices. The firm has been operating for 3 years. Managing $850.9M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and State Street.
Team overview
44 AVG AGE
$106.4M AVG AUM / ADVISOR
$397.4K AVG AUM / CLIENT
3 yrs AVG TENURE
17 Employees
8 Advisory Reps
8 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JUSTIN ROBERT ANDERSON
PARTNER, Wealth Advisor
- CRD
- #4549763
- Ownership
- 25% but less than 50%
Available
Available
Available
CHRISTIAN RANDOLPH SNOWDEN
Financial Advisor, General Partner, PARTNER
- CRD
- #5922548
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 6 owners & executives
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ROSS L ANDERSON
Wealth Advisor
- CRD
- #5677662
Available
Available
Available
A
Awni-Ming Resurreccion Broughton
Associate Wealth Advisor
- CRD
- #8244765
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $840,917,084 | $439,580 |
| Non-Discretionary | $9,934,396 | $93,721 |
| Total | $850,851,480 | $421,422 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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