HBW ADVISORY SERVICES LLC
CRD #143665 SEC #801-77333 SIMI VALLEY, CA 800-473-3856
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
72
Clients
251
Accounts
14,679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.7B | $1.7B | $42.3M | 72 | 12 |
| Jun 2025 | $1.5B | $1.4B | $35.8M | 67 | 15 |
| Apr 2025 | $1.5B | $1.4B | $35.8M | 67 | 15 |
| Nov 2024 | $1.5B | $1.4B | $35.8M | 67 | 15 |
| May 2024 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Apr 2024 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Apr 2024 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Apr 2024 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Mar 2024 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Jan 2024 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Dec 2023 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Nov 2023 | $1.1B | $1.1B | $26.1M | 66 | 17 |
| Jun 2023 | $1B | $1B | $0 | 65 | 15 |
| Nov 2022 | $1B | $1B | $0 | 65 | 15 |
| Nov 2021 | $1.1B | $1.1B | $0 | 60 | 21 |
| Jun 2021 | $761.2M | $761.2M | $0 | 57 | 20 |
| Nov 2020 | $761.2M | $761.2M | $0 | 57 | 20 |
| Aug 2020 | $534M | $534M | $0 | 57 | 15 |
| Jun 2020 | $534M | $534M | $0 | 57 | 15 |
| May 2020 | $534M | $534M | $0 | 57 | 15 |
| Mar 2020 | $534M | $534M | $0 | 57 | 15 |
| Oct 2019 | $534M | $534M | $0 | 57 | 15 |
| Oct 2018 | $430.4M | $430.4M | $0 | 63 | 5 |
| Oct 2017 | $321.7M | $321.7M | $0 | 48 | 20 |
| Sep 2016 | $306.3M | $306.3M | $0 | 59 | 2,405 |
| Jul 2016 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Jun 2016 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| May 2016 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Jan 2016 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Jan 2016 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Jan 2016 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Dec 2015 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Sep 2015 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Sep 2015 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Sep 2015 | $240.8M | $240.8M | $0 | 71 | 2,300 |
| Mar 2015 | $205.1M | $205.1M | $0 | 91 | 2,000 |
| Oct 2014 | $205.1M | $205.1M | $0 | 91 | 2,000 |
| Sep 2014 | $205.1M | $205.1M | $0 | 91 | 2,000 |
| Aug 2014 | $148.9M | $148.9M | $0 | 91 | 2,700 |
| Jul 2014 | $148.9M | $148.9M | $0 | 91 | 2,700 |
| Feb 2014 | $148.9M | $148.9M | $0 | 91 | 2,700 |
| Oct 2013 | $148.9M | $148.9M | $0 | 91 | 2,700 |
| Apr 2013 | $135.8M | $135.8M | $0 | 91 | 2,300 |
| Jan 2013 | $132.3M | $132.3M | $0 | 95 | 2,300 |
| Jan 2013 | $132.3M | $132.3M | $0 | 95 | 2,300 |
| Oct 2012 | $131M | $131M | $0 | 95 | 2,300 |
| Oct 2012 | $131M | $131M | $0 | 51 | 2,300 |
DateNov 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$42.3M
Employees72
Clients12
DateJun 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$35.8M
Employees67
Clients15
DateApr 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$35.8M
Employees67
Clients15
DateNov 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$35.8M
Employees67
Clients15
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateDec 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.1M
Employees66
Clients17
DateJun 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees65
Clients15
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees65
Clients15
DateNov 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees60
Clients21
DateJun 2021
Total AUM$761.2M
Discretionary$761.2M
Non-Disc.$0
Employees57
Clients20
DateNov 2020
Total AUM$761.2M
Discretionary$761.2M
Non-Disc.$0
Employees57
Clients20
DateAug 2020
Total AUM$534M
Discretionary$534M
Non-Disc.$0
Employees57
Clients15
DateJun 2020
Total AUM$534M
Discretionary$534M
Non-Disc.$0
Employees57
Clients15
DateMay 2020
Total AUM$534M
Discretionary$534M
Non-Disc.$0
Employees57
Clients15
DateMar 2020
Total AUM$534M
Discretionary$534M
Non-Disc.$0
Employees57
Clients15
DateOct 2019
Total AUM$534M
Discretionary$534M
Non-Disc.$0
Employees57
Clients15
DateOct 2018
Total AUM$430.4M
Discretionary$430.4M
Non-Disc.$0
Employees63
Clients5
DateOct 2017
Total AUM$321.7M
Discretionary$321.7M
Non-Disc.$0
Employees48
Clients20
DateSep 2016
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees59
Clients2,405
DateJul 2016
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateJun 2016
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateMay 2016
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateJan 2016
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateJan 2016
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateJan 2016
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateDec 2015
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateSep 2015
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateSep 2015
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateSep 2015
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees71
Clients2,300
DateMar 2015
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees91
Clients2,000
DateOct 2014
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees91
Clients2,000
DateSep 2014
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees91
Clients2,000
DateAug 2014
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees91
Clients2,700
DateJul 2014
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees91
Clients2,700
DateFeb 2014
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees91
Clients2,700
DateOct 2013
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees91
Clients2,700
DateApr 2013
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees91
Clients2,300
DateJan 2013
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees95
Clients2,300
DateJan 2013
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees95
Clients2,300
DateOct 2012
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees95
Clients2,300
DateOct 2012
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees51
Clients2,300