# HBW Advisory Services LLC

HBW Advisory Services LLC is a Bank / Wealth / Trust based in Simi Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Simi Valley, United States
- **Region:** North America
- **Address:** Simi Valley, CA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** hbwadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/hbw-advisory-services-llc

## Regulatory record

- **CRD number:** 143665
- **SEC file number:** 801-77333
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143665

## About

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.

## 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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- [HBKS Wealth Advisors](https://altss.com/profile/hbks-wealth-advisors)
- [HCA Foundation](https://altss.com/profile/hca-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

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