Brett Weichbrod has been Partner of Channel Wealth since September 2022, is a control person of the firm and directly owns between 10% and 25% of it. Brett Weichbrod holds a BS in business and finance from the University of San Diego and a Master's degree in business with a finance emphasis from Pepperdine University.
Channel Wealth, LLC is a Santa Barbara, CA firm with $851M under management, 2,019 clients and 8 advisers across 2 offices, as of its April 2026 filing.
Brett Weichbrod is Wealth Advisor / Partner of Channel Wealth. Since 2015 he has worked as a wealth advisor in the Santa Barbara area. He spent over 6 years at Pacific Investment Management Company (PIMCO) working with institutional investors on fixed income portfolios and custom bond strategies, and began his career at Canterbury Consulting in Newport Beach.
Brett Weichbrod’s longest registration was 7 years at Sagepoint Financial, Inc. (2015–2022). Before joining Channel Wealth in 2022, Brett Weichbrod was registered through Sagepoint Financial, Inc. and Stride Investment Management, LLC.
- Channel Wealth, LLCCurrent– present · 3 yearsSanta Barbara, CA · Adviser representative · Firm CRD 323461
- Sagepoint Financial, Inc.– · 7 yearsSanta Barbara, CA · Adviser representative · Firm CRD 133763
- Stride Investment Management, LLC– · 2 yearsSanta Barbara, CA · Adviser representative · Firm CRD 166500
Investment adviser representative registrations
Brett Weichbrod is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2022; the most recent is Texas, in March 2026.
- CaliforniaSince 28 October 2022
- TexasResidentSince 23 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 2015 |
| Series 7 | General Securities Representative Examination | 26 August 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brett Edward Weichbrod
- CRD
- 4595377
- Firm
- Channel Wealth · CRD 323461
- Role
- Partner
- Office
- 3760 STATE STREET, SUITE 201, Santa Barbara, CA 93105
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- channelwealth.com
Where does Brett Weichbrod work?
Brett Weichbrod has been Partner of Channel Wealth, LLC since September 2022, and is a control person of the firm.
Is Brett Weichbrod a financial advisor?
Yes. Brett Weichbrod has a current investment-adviser registration in California and Texas, through Channel Wealth since October 2022.
How many years of experience does Brett Weichbrod have?
Brett Weichbrod has 21 years in the financial industry, since February 2005, across 3 adviser firms.
What exams has Brett Weichbrod passed?
Brett Weichbrod has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in March 2013. FINRA credited Brett Weichbrod with the SIE, which began in October 2018.
Where did Brett Weichbrod work before Channel Wealth?
Before Channel Wealth, Brett Weichbrod was registered through Stride Investment Management, LLC, April 2013 to December 2015.
Where is Brett Weichbrod based?
Brett Weichbrod’s registered office is in Santa Barbara, CA.
Is Brett Weichbrod registered with FINRA?
No. Brett Weichbrod has no current broker registration.
How can I verify Brett Weichbrod’s record?
Search CRD 4595377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Weichbrod’s full registration record.
