NetworkยทFamily Office

Channel Wealth, LLC

Unclaimed

๐Ÿ“ SANTA BARBARA, CA

Family Officefinancial servicesreal estate
www.channelwealth.com/ โ†—

SEC CRD #801-126767

About

We are a boutique financial services firm that provides sound financial planning and wealth management advice as a fiduciary for our clients. A Southern California firm dedicated to empowering clients through tailored financial guidance and wealth-building strategies. Justin and his ensemble team at CHANNEL Wealth specialize in helping clients to navigate and plan for life's transitional financial events.

Key Contact

WH

WILLIAM H. SPEACHT

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (805) 898-0893

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Geographic Focus

caunited states
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AUM

$851M

Location

SANTA BARBARA, CA

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