HA
HBW ADVISORY SERVICES LLC
SEC RegisteredSIMI VALLEY, CAhttps://wealthfort.com800-473-3856
Assets Under Management
$1B–$5B
Employees
72
Office Locations
47 offices
Total Accounts
14679
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13,698 | $1.5B |
| High Net Worth Individuals | 81 | $135M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
12 total clients reported on Form ADV.
Leadership
Hbw Financial & Insurance Services Llc
OWNER
Barnett David Hellenbrand
DIRECTOR
Joseph Anthony Bonanno
DIRECTOR, PRESIDENT
Barnett David Hellenbrand
MANAGING DIRECTOR
Todd Arthur Penrod
CHIEF COMPLIANCE OFFICER
Office locations
47 offices in 10 states
CA
SIMI VALLEYHQ
AZ
CHANDLER
ID
BOISE
VA
RICHMOND
CA
SIMI VALLEY
IL
SCHAUMBURG
CA
ROSEVILLE
CA
TORRANCE
CA
CHICO
CA
LONG BEACH
GA
GRIFFIN
NY
LATHAM
VA
RICHMOND
CA
SONOMA
MI
ADA
MI
HUDSONVILLE
MI
GRAND RAPIDS
CA
VALENCIA
MI
LANSING
TX
TOMBALL
AL
ATHENS
CA
AGOURA
MI
BRIGHTON
Advisors at this firm
37 advisors in the directory
Joseph Anthony Bonanno
Investment Adviser Representative
Matthew Aubrey Bowers
Investment Adviser Representative
Paul Edward Brandwein
Investment Adviser Representative
Aaron J Castaneda
Investment Adviser Representative
Sean Marshall Cisney
Investment Adviser Representative
Dale Raymond Curtis
Investment Adviser Representative
Dillon Determan
Investment Adviser Representative
Michael Difiore
Investment Adviser Representative
Roy Edwards Van Muyen
Investment Adviser Representative
Joel Michael Fishman
Investment Adviser Representative
Jennie Marie Fleming
Investment Adviser Representative
Chad Michael Francis
Investment Adviser Representative
Matthew Peter Francis
Investment Adviser Representative
Lisa Marie Gilmore
Investment Adviser Representative
Rick Isaac Harbus
Investment Adviser Representative
Kerri Candor Herlick
Investment Adviser Representative
Heidi Anne Hershman
Investment Adviser Representative
Venkata Reddy Janga
Investment Adviser Representative
Richard Eric Jones
Investment Adviser Representative
Kyra Lynn King
Investment Adviser Representative
Tyson Edward Kunst
Investment Adviser Representative
James Alan Lopes
Investment Adviser Representative
Brian Malkinson
Investment Adviser Representative
Jorge Alberto Meza
Investment Adviser Representative
Paul Raymond Morehouse
Investment Adviser Representative
Daniel Joseph Murphy
Investment Adviser Representative
Alexander Allen Peets
Investment Adviser Representative
Todd Arthur Penrod
Investment Adviser Representative
Telma Cristina Provencio
Investment Adviser Representative
Ron Rotenberg
Investment Adviser Representative
William Bradley Rudkin
Investment Adviser Representative
Kenji Saito
Investment Adviser Representative
Robert Philip Sullivan
Investment Adviser Representative
Caleb Michael Svoboda
Investment Adviser Representative
Collin Louis Vaz
Investment Adviser Representative
Andrea Smith Young
Investment Adviser Representative
Richard Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#143665
SEC Number
801-77333
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wealthfort.comPhone
800-473-3856Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HBW ADVISORY SERVICES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.