Channel Wealth, LLC

California
Registered In
07/18/2019
Incorp. Date

Company Summary

Channel Wealth, LLC at 3700 State ST STE 240, Santa Barbara, Ca 93105 lists Justin Anderson and Brett Weichbrod of Santa Barbara, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Brett Weichbrod Individual Agent
3700 STATE ST STE 240, SANTA BARBARA, CA 93105
Justin Anderson CEO
3700 STATE ST STE 240, SANTA BARBARA, CA 93105
Brett Weichbrod Manager
3700 STATE ST STE 240, SANTA BARBARA, CA 93105
Justin Anderson Manager
3700 STATE ST STE 240, SANTA BARBARA, CA 93105
Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history

Map & Locations

3700 STATE ST STE 240, SANTA BARBARA, CA 93105 View Map

Financials

Financial Information for Channel Wealth, LLC

Form 5500

CHANNEL WEALTH, LLC

3700 State Street, Suite 240, Santa Barbara, Ca 93105 (805) 898-0893 EIN:84-2475389 Plan Admin:Maxwell Phillips
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCHANNEL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$464,787 / $747,664 2023 CHANNEL WEALTH, LLC 401(K) PLAN - Plan #001 9 / 10 $464,787 / $747,664
2022 Plan NameCHANNEL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$450,179 / $464,787 2022 CHANNEL WEALTH, LLC 401(K) PLAN - Plan #001 11 / 9 $450,179 / $464,787
2021 Plan NameCHANNEL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$237,658 / $450,179 2021 CHANNEL WEALTH, LLC 401(K) PLAN - Plan #001 9 / 9 $237,658 / $450,179
2020 Plan NameCHANNEL WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 12 Assets BOY/EOY$0 / $237,658 2020 CHANNEL WEALTH, LLC 401(K) PLAN - Plan #001 8 / 12 $0 / $237,658
Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Person/City Match:Brett Weichbrod - Santa Barbara, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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