Hbw Advisory Services LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 143665
- SEC number
- 801-77333
- Firm type
- RIA
- Assets under management
- $1.7B as of Mar 17, 2026
- Website
- www.wealthfort.com ↗
- Phone
- 800-473-3856
- Address
- 2655 1st Street, Simi Valley, CA, 93065
Advisors at this firm
58 in our index · page 1 of 2
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Trenton Gene BanwartCRD 4302053 · Fort Scott, KSIA Registered
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Bryan Charles BradfordCRD 2500568 · Brighton, MIIA RegisteredRegistration inactive
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Joel Darrin BroersmaCRD 2779679 · Grand Rapids, MIIA RegisteredBroker
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Joseph Anthony BonannoCRD 1907829 · Long Beach, CAIA RegisteredRegistration inactive
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Matthew Aubrey BowersCRD 7229319 · Pullman, WAIA RegisteredRegistration inactive
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Paul Edward BrandweinCRD 6545738 · Saint Charles, ILIA RegisteredRegistration inactive
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Manuel Miguel CampinsCRD 5648122 · Zeeland, MIIA RegisteredRegistration inactive
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Sean Marshall CisneyCRD 4666055 · Alsip, ILIA Registered
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Jeff Scott CrawfordCRD 1535345 · Boise, IDIA RegisteredRegistration inactiveDisclosure event(s) on record
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Dale Raymond CurtisCRD 5800950 · Temecula, CAIA Registered
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Aaron J CastanedaCRD 7321177 · Traverse City, MIIA Registered
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Neal Gardner DavisCRD 4074391 · Virginia Beach, VAIA RegisteredBroker
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Taylor Randall DavisCRD 7561183 · Boise, IDIA Registered
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Michael DifioreCRD 6725435 · Roseville, CAIA Registered
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Roland Hampton DortchCRD 1994613 · Richmond, VAIA RegisteredBroker
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Dillon DetermanCRD 8029458 · Roseville, CAIA Registered
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Joel Michael FishmanCRD 4453183 · Latham, NYIA RegisteredBroker
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Jennie Marie FlemingCRD 4739088 · Winfield, ILIA RegisteredRegistration inactive
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Stephen Francis FoleyCRD 2150488 · Midway, ARIA Registered
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Matthew Peter FrancisCRD 8072183 · Roseville, CAIA Registered
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Lisa Marie GilmoreCRD 4336642 · Simi Valley, CAIA RegisteredRegistration inactive
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Rick Isaac HarbusCRD 2278654 · Long Beach, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Barnett David HellenbrandCRD 1141518 · Eagle, IDIA RegisteredRegistration inactiveDisclosure event(s) on record
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Kerri Candor HerlickCRD 4823865 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Heidi Anne HershmanCRD 4377893 · Agoura, CAIA RegisteredRegistration inactive
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Jonathan Scott HoagCRD 2867703 · Bixby, OKIA RegisteredRegistration inactive
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Kevin James ImhoffCRD 1464384 · Lansing, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
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Steven Howard JacobsCRD 2790199 · Springfield, OHIA RegisteredRegistration inactive
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Venkata Reddy JangaCRD 8054161 · Orange, CAIA Registered
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Richard Eric JonesCRD 4719570 · Chico, CAIA RegisteredRegistration inactive
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Thomas Marvin KaufmanCRD 3029562 · Waterford, MIIA RegisteredRegistration inactive
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Tyson Edward KunstCRD 4683751 · Roseville, CAIA Registered
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Kyra Lynn KingCRD 7161774 · San Diego, CAIA Registered
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Max KuperusCRD 8193272 · Grand Rapids, MIIA Registered
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Sarah Beth LinderCRD 5084656 · Middleton, IDIA RegisteredRegistration inactive
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James Alan LopesCRD 1448130 · Sant Rosa, CAIA RegisteredRegistration inactive
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Michael Earl LinderCRD 6647796 · Middleton, IDIA Registered
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Jorge Alberto MezaCRD 3129046 · Valencia, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Paul Raymond MorehouseCRD 5831813 · Latham, NYIA RegisteredBrokerDisclosure event(s) on record
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Linda Moody MuseCRD 2623762 · Lancaster, VAIA RegisteredRegistration inactive
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Brian MalkinsonCRD 6952754 · Chico, CAIA Registered
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Daniel Joseph MurphyCRD 2118288 · Elmhurst, ILIA RegisteredRegistration inactive
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William Orchard-HaysCRD 2082967 · Durham, NCIA RegisteredRegistration inactive
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Eugene Joseph OswaldCRD 8207380 · Boise, IDIA Registered
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Alexander Allen PeetsCRD 6166969 · Richmond, VAIA RegisteredBrokerDisclosure event(s) on record
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Todd Arthur PenrodCRD 4242221 · Simi Valley, CAIA RegisteredRegistration inactive
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Telma Cristina ProvencioCRD 5413502 · Oxnard, CAIA RegisteredRegistration inactive
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Cathryn Maure PorterCRD 7251763 · Brighton, MIIA RegisteredRegistration inactive
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Steven RollCRD 7494300 · Boise, IDIA Registered
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Ron RotenbergCRD 4677170 · Torrance, CAIA Registered
1–50 of 58Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 143665 ↗
FINRA BrokerCheck record for firm CRD 143665 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.