Awni-ming Resurreccion Broughton
Investment adviser representative at Channel Wealth, LLC
10 yearsExperience
1 stateRegistered in
$850.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Channel Wealth, LLCMar 2026 to now
- Frank, Rimerman & Co.Jun 2025 to Aug 2025
- StudentJan 2016 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Channel Wealth, LLC
$850.9MAssets managed
2,019Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8244765
- Firm CRD
- 323461