# HBW ADVISORY SERVICES LLC

HBW ADVISORY SERVICES LLC of SIMI VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143665
- Type: SEC-registered investment adviser
- SEC file number: 801-77333
- Location: 2655 1ST STREET, SUITE 250, SIMI VALLEY, CA, 93065
- Phone: 800-473-3856
- Latest filing: 2026-03-17
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $42.3M
- Clients: 72
- Accounts: 14,679

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Barnett David Hellenbrand | DIRECTOR; MANAGING DIRECTOR | — |
| Joseph Anthony Bonanno | DIRECTOR, PRESIDENT | — |
| Todd Arthur Penrod | CHIEF COMPLIANCE OFFICER | — |
| HELLENBRAND BARNETT DAVID | DIRECTOR; MANAGING DIRECTOR | — |
| BONANNO JOSEPH ANTHONY | DIRECTOR; DIRECTOR, PRESIDENT | — |
| REINHOLD CHARLES PAUL | OWNER; PRESIDENT & CCO | — |
| PENROD TODD ARTHUR | CHIEF COMPLIANCE OFFICER | — |
| WARD DANIEL A | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143665/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143665/similar
- Related entities: https://search.stillhousedata.com/firm/143665/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143665

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.