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HBW ADVISORY SERVICES LLC
CRD 143665File 801-77333
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.75B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Non-discretionary $42.3M
Clients
13,864
14,679 accounts
Employees
72
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 7, 2012
- Principal office
- 2655 1ST STREET, SUITE 250, SIMI VALLEY, CA, 93065
- Phone
- 800-473-3856
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.75B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $42.3M
- Discretionary accounts
- 14,678
- Non-discretionary accounts
- 1
- Total accounts
- 14,679
- AUM per client
- $126K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 85 | $95.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 81 | $134.8M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 13,698 | $1.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.