HBW ADVISORY SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$1,747,369,322
Discretionary
$1,705,116,249
Non-discretionary
$42,253,073
Firm details
- CRD number
- 143665
- SEC file number
- 801-77333
- Main office
- SIMI VALLEY, CA, United States
- Employees
- 72
- SEC status
- Approved
- Website
- https://www.wealthfort.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.