A complete list of active advisors currently associated with Channel Wealth, LLC
Warmer can help you find a great advisor at Channel Wealth, LLC or one who fits your needs even better.
Channel Wealth serves a mix of individual and institutional clients, including high‑net‑worth individuals, trusts, retirement plans, and other entities. The firm offers discretionary and non‑discretionary investment management, financial planning and consulting, ERISA plan advisory services, and selection and oversight of independent managers, and it also provides advisory services to certain broker‑dealer customers. The firm builds diversified portfolios using both active and passive approaches and may employ tactical asset allocation, trend‑following, and relative‑strength models (often implemented with ETFs). Investment decision‑making combines fundamental, technical, and charting analysis and can include options, alternative investments, and margin strategies for clients where appropriate, with ongoing monitoring and periodic reviews. A distinctive aspect of the firm is that certain supervised persons are licensed insurance agents who may offer commissionable insurance products; Channel Wealth discloses this affiliation and says it maintains procedures to address the resulting conflicts of interest. The firm also discloses its use of third‑party referral platforms, the engagement of independent managers, a custodial relationship that provides research and brokerage support, and recent disclosures addressing risks associated with generative artificial intelligence.
To learn more about the advisors currently working at Channel Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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