HBW ADVISORY SERVICES LLC
SEC RegisteredFortifying Families for Generations℠
About the firm
WealthFort is a client-centric investment advisory firm offering an innovative, comprehensive approach to wealth planning, management, preservation, and risk analysis. The firm uses the WealthFortified System along with financial planning software (Emoney) and a secure dashboard to help clients achieve a secure and sustainable worry-free retirement. All clients receive the same great client experience and care regardless of account size.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, retirement plan development, wealth management, investment risk analysis and mitigation, wealth preservation, generational wealth transfer, trusts, charitable giving, tax planning, estate planning, and personalized investment strategy including model portfolio diversification through style and sector weighting.
Who they serve
Professionals, entrepreneurs ('Preneurs), and Pastors, with no minimum investment required; all clients receive the same level of service regardless of account size.
| 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
Office locations
Advisors at this firm
68 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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