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| HBW Advisory Services LLC
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|---|---|
| CRD # | 143665 |
| SEC # | 801-77333 |
| CIK # | 0001790525 |
| AUM | 1,747.4 M (2026-03-17) |
| Employees | 72 (94% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-473-3856 |
| Address | 2655 1st Street Simi Valley, CA 93065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.5 | ||
| Amazon Com Inc | 12.4 | ||
| Nvidia Corp | 11.4 | ||
| Microsoft Corp | 10.1 | ||
| Alphabet Inc | 8.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,698 | 1,516.8 |
| (b) Individuals (high net worth individuals) | 81 | 134.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 85 | 95.8 |
| (n) Other | 0 | 0.0 |
| Total | 14,679 | 1,747.4 |
| By Discretionary | ||
| Discretionary | 14,678 | 1,705.1 |
| Non-Discretionary | 1 | 42.3 |
| Total | 14,679 | 1,747.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,747.4 | |
| Total | 14,679 | 1,747.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001790525] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 12 |
| Serves | Institutional, Retail, Research |
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