Data / Investment advisers / California / HBW Advisory Services LLC
HBW Advisory Services LLC, Simi Valley, CA: $1.7 billion AUM, SEC registered investment adviser
HBW Advisory Services LLC is an SEC registered investment adviser with its main office in Simi Valley, California and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 143665
- SEC file number
- 801-77333
- SEC status
- Approved, effective November 7, 2012
- Main office
- 2655 1st Street Suite 250, Simi Valley, CA 93065
- Phone
- (800) 473-3856
- Website
- wealthfort.com
- Regulatory AUM
- $1,747,369,322 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $1,705,116,249
- Non discretionary AUM
- $42,253,073
- Accounts
- 14,679
- Employees
- 72, of which 68 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 50
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 13,698 | $1.52 billion |
| High net worth individuals | 81 | $134.8 million |
| Corporations or other businesses | 85 | $95.8 million |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 2 | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- HBW Advisory Services LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.