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HBW Advisory Services LLC
HBW Advisory Services is a Simi Valley-based wealth manager that structures its practice around fiduciary advisory relationships. The firm serves businesses,...
Overview
HBW Advisory Services is a Simi Valley-based wealth manager that structures its practice around fiduciary advisory relationships. The firm serves businesses, trusts, and estates through both discretionary and non-discretionary asset management mandates. This dual-structure model allows clients to retain decision authority where preferred while delegating portfolio execution where appropriate. The firm's advisory framework spans traditional asset management disciplines, with documented capabilities in portfolio construction and ongoing supervision across client-directed and adviser-directed accounts. HBW maintains a single-office footprint in Simi Valley, consistent with a localized high-net-worth and institutional advisory practice. No publicly disclosed AUM, team size, or named principal roster is available. HBW's structural differentiator rests in its trust-and-estates competency paired with discretionary management authority — a combination that positions the firm as a fiduciary consolidator for families seeking to integrate investment management with estate-planning continuity under a single advisory roof. HBW ADVISORY SERVICES LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-17, it reported 72 employees; 14,679 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Other investment advisers, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Simi Valley
Corporate office
Simi Valley, CA, United States
Frequently asked questions
What distinguishes discretionary from non-discretionary management at HBW?
Under discretionary mandates, HBW executes portfolio decisions without requiring client approval for each trade, which is typical for ongoing trust administration and long-term estate portfolios where timely rebalancing matters. Non-discretionary arrangements retain client veto power — the firm recommends, the client decides. This dual-offering structure accommodates both trustees who need full delegation and business owners who want active involvement.
Is HBW Advisory Services affiliated with a bank or trust company?
The firm's classification as a bank/wealth/trust entity and its emphasis on trust-and-estates services suggest possible affiliation with or operation adjacent to a trust company structure. However, no public documentation confirms a direct bank or trust-company charter relationship. The Simi Valley address and independent advisory branding imply a stand-alone advisory practice rather than a division of a larger financial institution.
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