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| Channel Wealth LLC
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|---|---|
| CRD # | 323461 |
| SEC # | 801-126767 |
| CIK # | 0001975550 |
| AUM | 850.9 M (2026-04-07) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-898-0893 |
| Address | 3760 State Street Santa Barbara, CA 93105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001975550 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.2 | ||
| Alphabet Inc | 13.3 | ||
| Nvidia Corp | 13.0 | ||
| Microsoft Corp | 12.5 | ||
| Lilly Eli & Co | 9.0 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Amazon Com Inc | 5.6 | ||
| MercadoLibre Inc | 5.5 | ||
| Broadcom Inc | 5.3 | ||
| Intuit Inc | 5.2 | ||
| Uber Technologies Inc | 5.2 | ||
| ASML Holding NV | 5.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,132 | 174.1 |
| (b) Individuals (high net worth individuals) | 842 | 633.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 8.9 |
| (h) Charitable organizations | 11 | 23.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,019 | 850.9 |
| By Discretionary | ||
| Discretionary | 1,913 | 840.9 |
| Non-Discretionary | 106 | 9.9 |
| Total | 2,019 | 850.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 850.9 | |
| Total | 2,019 | 850.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001975550] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 122 |
| Serves | Institutional, Retail |
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|---|---|---|
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