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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHANNEL WEALTH, LLC

CRD 323461

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:937b95b2-2d37-d27e-237c-5d7ce5b442a4

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 7
On other graphs: 0
Observed: Sep 20, 2022 to Apr 7, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $851MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $841M
Private client RAUM: $807MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $94.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,019
Individual clients: 1,132
High net worth clients: 842
Custody, client assets: $609M
SEC number: 801-126767
CRD: 323461
Filings on the tape: 20
First filed: Sep 20, 2022
Latest filed: Apr 7, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JUSTIN ROBERT ANDERSON	Certified Financial Planner	SANTA BARBARA, CA	3	24	4	no
BRETT EDWARD WEICHBROD	n/a	SANTA BARBARA, CA	3	13	2	no
ROSS L ANDERSON	Certified Financial Planner	SANTA BARBARA, CA \| RANCHO SANTA MARGARITA, CA	3	16	2	no
CHRISTIAN RANDOLPH SNOWDEN	n/a	SANTA BARBARA, CA	3	15	2	no
MARIA GUADALUPE VALLEJO-MEZA	n/a	SANTA BARBARA, CA	2	12	n/a	no
JUSTIN THOREAU POLLACK	n/a	SANTA BARBARA, CA	1	28	4	no
JOSEPH REEVES O'FLAHERTY	n/a	SANTA BARBARA, CA	1	16	2	no
MAXWELL JOEL PHILLIPS	n/a	SANTA BARBARA, CA	1	18	1	no
Awni-Ming Resurreccion Broughton	n/a	SANTA BARBARA, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, JUSTIN, ROBERT	Partner	C	yes	09/2022	Sep 20, 2022	Jun 18, 2024
ELDRIDGE, MICHELLE, LEA	CHIEF COMPLIANCE OFFICER	Na	yes	09/2023	Sep 29, 2023	Jun 18, 2024
PHILLIPS, MAXWELL, JOEL	Partner	B	yes	09/2022	Sep 20, 2022	Jun 18, 2024
POLLACK, JUSTIN, THOREAU	Partner	A	yes	09/2022	Sep 20, 2022	Jun 18, 2024
SNOWDEN, CHRISTIAN, RANDOLPH	Partner	C	yes	09/2022	Sep 20, 2022	Jun 18, 2024
WEICHBROD, BRETT, EDWARD	Partner	B	yes	09/2022	Sep 20, 2022	Jun 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
RANCHO SANTA MARGARITA	CA	United States	1	no
SANTA BARBARA	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$851M	$841M	17	8	1	n/a	n/a
2024	Mar 28, 2025	$833M	$681M	17	10	2	n/a	n/a
2023	Mar 29, 2024	$531M	$530M	15	8	2	n/a	n/a
2022	Feb 22, 2023	$393M	$393M	14	10	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	11.1%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$851M	$833M	2.1%	$393M	29.4%	17	17	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAGEPOINT FINANCIAL, INC.	6	Nov 1, 2022	Jan 1, 2025	SANTA BARBARA, CA	Team lift out	Ibd to new firm	0.6%

Relationships

Registered with (10)

← Awni-Ming Resurreccion BroughtonAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← JUSTIN THOREAU POLLACKAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JOSEPH REEVES O'FLAHERTYAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← MAXWELL JOEL PHILLIPSAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← MARIA GUADALUPE VALLEJO-MEZAAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV
← JUSTIN ROBERT ANDERSONAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← BRETT EDWARD WEICHBRODAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← ROSS L ANDERSONAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← CHRISTIAN RANDOLPH SNOWDENAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← SCOTT EVANS TETERAdvisorregistration: previous registration
Oct 28, 2022 to Nov 30, 2023factForm ADV

Moved with (1)

← SAGEPOINT FINANCIAL, INC.Registered adviser6 advisors, team lift out, same day
Nov 1, 2022 to Jan 1, 2025factForm ADV

Controls (6)

← POLLACK, JUSTIN, THOREAUOwnerPARTNER, ownership code A, individual
Sep 20, 2022 to Jun 18, 2024factForm ADV
← ELDRIDGE, MICHELLE, LEAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 29, 2023 to Jun 18, 2024factForm ADV
← ANDERSON, JUSTIN, ROBERTOwnerPARTNER, ownership code C, individual
Sep 20, 2022 to Jun 18, 2024factForm ADV
← WEICHBROD, BRETT, EDWARDOwnerPARTNER, ownership code B, individual
Sep 20, 2022 to Jun 18, 2024factForm ADV
← PHILLIPS, MAXWELL, JOELOwnerPARTNER, ownership code B, individual
Sep 20, 2022 to Jun 18, 2024factForm ADV
← SNOWDEN, CHRISTIAN, RANDOLPHOwnerPARTNER, ownership code C, individual
Sep 20, 2022 to Jun 18, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Channel Wealth, Llc reported RAUM $833.0M, up 57% from $530.5M (2025-02-28 to 2025-03-28)
Form ADVobserved 4 days ago
$302M
Occurred
Mar 29, 2024
Regulatory AUM changed
Channel Wealth, Llc reported RAUM $530.5M, up 35% from $392.8M (2023-09-29 to 2024-03-29)
Form ADVobserved 4 days ago
$138M
Occurred
Nov 30, 2023
Advisor changed firm
Scott Evans Teter left Channel Wealth, Llc for Advisory Services Network (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
Sep 29, 2023
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Channel Wealth, Llc (listed 2023-09-21, absent 2023-09-29)
Form ADVobserved 4 days ago
Occurred
Sep 29, 2023
Control person joined
Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of Channel Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Nov 1, 2022
Team lift-out
6 advisors left Sagepoint Financial, Inc. (Santa Barbara, CA) for Channel Wealth, LLC on the same day
Form ADVobserved 4 days ago
6 advisors
Occurred
Sep 20, 2022
First Form ADV filing
Channel Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:937b95b2-2d37-d27e-237c-5d7ce5b442a4
First observed: Sep 20, 2022
Last observed: Apr 7, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHANNEL WEALTH, LLC

CRD 323461

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:937b95b2-2d37-d27e-237c-5d7ce5b442a4

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUSTIN ROBERT ANDERSON

Certified Financial Planner

SANTA BARBARA, CA

BRETT EDWARD WEICHBROD

n/a

SANTA BARBARA, CA

ROSS L ANDERSON

Certified Financial Planner

SANTA BARBARA, CA | RANCHO SANTA MARGARITA, CA

CHRISTIAN RANDOLPH SNOWDEN

n/a

SANTA BARBARA, CA

MARIA GUADALUPE VALLEJO-MEZA

n/a

SANTA BARBARA, CA

n/a

JUSTIN THOREAU POLLACK

n/a

SANTA BARBARA, CA

JOSEPH REEVES O'FLAHERTY

n/a

SANTA BARBARA, CA

MAXWELL JOEL PHILLIPS

n/a

SANTA BARBARA, CA

Awni-Ming Resurreccion Broughton

n/a

SANTA BARBARA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, JUSTIN, ROBERT

Partner

yes

09/2022

Sep 20, 2022

Jun 18, 2024

ELDRIDGE, MICHELLE, LEA

CHIEF COMPLIANCE OFFICER

yes

09/2023

Sep 29, 2023

Jun 18, 2024

PHILLIPS, MAXWELL, JOEL

Partner

yes

09/2022

Sep 20, 2022

Jun 18, 2024

POLLACK, JUSTIN, THOREAU

Partner

yes

09/2022

Sep 20, 2022

Jun 18, 2024

SNOWDEN, CHRISTIAN, RANDOLPH

Partner

yes

09/2022

Sep 20, 2022

Jun 18, 2024

WEICHBROD, BRETT, EDWARD

Partner

yes

09/2022

Sep 20, 2022

Jun 18, 2024

City

State

Country

Employees

Also broker-dealer

RANCHO SANTA MARGARITA

United States

SANTA BARBARA

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$851M

$841M

n/a

2024

Mar 28, 2025

$833M

$681M

n/a

2023

Mar 29, 2024

$531M

$530M

n/a

2022

Feb 22, 2023

$393M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$851M

$833M

2.1%

$393M

29.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAGEPOINT FINANCIAL, INC.

Nov 1, 2022

Jan 1, 2025

SANTA BARBARA, CA

Team lift out

Ibd to new firm

0.6%