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HBW ADVISORY SERVICES LLC

SIMI VALLEY, CA · CRD 143665 · IAPD ↗ · wealthfort.com · 800-473-3856

$1.75BRegulatory AUM
68Advisory reps
72Employees
12Clients
251-500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
December 2025 — HBW ADVISORY SERVICES LLC grew from 63 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — HBW ADVISORY SERVICES LLC added office(s): 47 -> 50 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
December 2024 — HBW ADVISORY SERVICES LLC reported RAUM up 30% ($1.13B -> $1.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.