Investment adviser · CRD 143665

HBW ADVISORY SERVICES LLC

Investment adviser filing (IA)

SIMI VALLEY, CA, United States · Form ADV filed Mar 17, 2026

Regulatory AUM: $1.75B
Client accounts: 14,679
Employees: 72
Advisory professionals: 68

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	13,698	$1,516,805,480	86.8%
High-net-worth individuals	81	$134,803,625	7.7%
Corporations & businesses	85	$95,760,217	5.5%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2073215 · Mar 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

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

CRD 143665

Filing source

Form ADV 2073215 · Mar 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.