Channel Wealth LLC
Channel Wealth LLC is a privately-owned investment advisory firm headquartered in Santa Barbara, California. Founded in 2019, it is registered with the SEC and employs 17 staff, with 59% focused on investment roles. The firm serves a diverse clientele including individuals (both high net worth and others), pension/profit sharing plans, and charitable organizations. Channel Wealth provides discretionary and non-discretionary investment management and financial advisory services tailored to client needs. The firm is led by a team including Justin Anderson, Christian Snowden, Maxwell Phillips, Justin Pollack, and Brett Weichbrod, and emphasizes fiduciary stewardship and client empowerment through tailored financial guidance and wealth-building strategies.
Investment Strategy
Channel Wealth LLC delivers customized investment management focused on discretionary and non-discretionary solutions for clients, with a philosophy centered around long-term wealth building and personalized financial guidance. The firm constructs diversified portfolios consisting of securities such as stocks and ETFs, with significant allocations to major technology and healthcare companies, prioritizing risk management, tax efficiency, and alignment with each client’s financial objectives. Channel Wealth's advisory process incorporates comprehensive planning, tactical asset allocation, and ongoing reviews to ensure strategies remain appropriate for each client's evolving needs.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CARY | ANGEL OAK FUNDS TRUST | 6.05% | $22.6M | 1,081,143 | $20.53 | $20.91 | +$704.1K |
A AAPL | APPLE INC | 3.92% | $14.7M | 57,558 | $172.31 | $254.63 | +$2.9M |
M MSFT | MICROSOFT CORP | 3.86% | $14.4M | 27,851 | $339.24 | $517.95 | +$743.1K |
N NVDA | NVIDIA CORPORATION | 3.39% | $12.7M | 67,909 | $54.20 | $186.58 | +$1.8M |
G GOOG | ALPHABET INC | 3.16% | $11.8M | 48,512 | $136.29 | $243.55 | +$3.1M |