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HBW ADVISORY SERVICES LLC

CRD 143665 · SEC 801-77333

Visit website

2655 1ST STREET, SUITE 250, SIMI VALLEY, CA, 93065, United States

Phone

800-473-3856

Fax

800-636-1302

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.75B

Discretionary AUM

$1.71B

Team

72 total employees; 68 advisory reps; 12 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals13698$1.52B
High net worth individuals81$134.8M
Corporations/business entities85$95.8M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD