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HBW ADVISORY SERVICES LLC

Advisory

N·SIMI VALLEY, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+30.1%

3-Year CAGR

+9.8%

Employees

68

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.7B

Non-Discretionary AUM$42M

Discretionary %97.6%

Total Clients13,864

Team

Total Employees68

Investment Advisers72

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingOct 26, 2012

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HBW ADVISORY SERVICES LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.