Channel Wealth

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

General Information
Company Name
Channel Wealth
Founded Year
2020
Location (Offices)
Santa Barbara, United States +1
Founders / Decision Makers
Number of Employees
14
Industries
-
Funding Stage
-
Social Media

Channel Wealth - Company Profile

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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