Brett
Weichbrod
Channel Wealth, LLC
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About this Advisor
Brett Weichbrod is a financial advisor operating out of Santa Barbara, California who has 1 year of relevant experience. Weichbrod is currently employed by Channel Wealth, LLC. Over the course of their career, Weichbrod has held roles at Stride Investment Management, LLC, Sagepoint Financial and Channel Wealth, LLC. Weichbrod has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Channel Wealth, LLC is a financial advisory business based in Santa Barbara, CA. The company has offices in two locations and a total of 14 financial advisors. It oversees $393 million in assets under management among its 1,203 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,203 accounts, 43% are held by high-net-worth clients who have more than $1 million in assets. Channel Wealth, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fee schedules usually vary depending on the financial services offered. Fee types billed by Channel Wealth, LLC most likely consist of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Channel Wealth, LLC Brokerage Details
$392,771,527
14
1,203
$326,493
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Brett Weichbrod Work History
Brett has been registered as a financial advisor for 1 years.*
Channel Wealth, LLC
Sagepoint Financial
Stride Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Weichbrod to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Channel Wealth, LLC
Santa Barbara, CA
Santa Barbara, CA
Rancho Santa Margarita, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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