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Channel Wealth logo — Providing tailor made financial planning and wealth manageme...

Channel Wealth

Providing tailor made financial planning and wealth management advice for life's transitional events.

Founded 2020 United States Santa Barbara, United States 14 employees

General Information

Company Name Channel Wealth
Founded Year 2020
Location United States Santa Barbara, United States +1
Employees 14
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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.

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Channel Wealth Alternatives & Competitors

Channel Wealth vs
Elevatus Wealth Management
Elevatus Wealth Management

Empowering your financial future with expert advice, clear planning, and disciplined management.

6 employees
Financial Services, Insurance
Channel Wealth vs
Catalyst Private Wealth
Catalyst Private Wealth United States

Redefining wealth management for innovators and leaders in technology.

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Channel Wealth vs
The Herbst Group
The Herbst Group

A privately held, client centric wealth management firm.

5 employees
Finance, Financial Services

FAQ About Channel Wealth

Providing tailor made financial planning and wealth management advice for life's transitional events.
Channel Wealth was founded in 2020.
Channel Wealth is headquartered in Santa Barbara, United States.
Channel Wealth has approximately 14 employees.
Top alternatives and competitors to Channel Wealth include Elevatus Wealth Management, Catalyst Private Wealth, The Herbst Group, Intrepid Financial, LLC, Hobart Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Channel Wealth and Elevatus Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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