$1.7B Total AUM
$1.7B Disc. AUM
18.0% 3Y CAGR
72 Employees
13,876 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak unisonMomentum delta
- Established Date
- 12-11-2007
- Office Locations
- 48
Office Locations
134 W Main ST STE 100 Brighton MI
1395 Ridgewood Drive Suite 300 Chico CA
201 W Washington AVE STE 202 Zeeland MI
About HBW Advisory Services LLC
HBW Advisory Services is a fiduciary RIA providing financial planning, retirement planning, and investment management for individuals and retirement plan sponsors, including 401(k) and pension plan design support. The firm uses a flexible, client-specific approach and frequently implements portfolios with ETFs and public funds. Based in Simi Valley, CA with a multi-office footprint (47 locations).
Team overview
51 AVG AGE
$25.7M AVG AUM / ADVISOR
$125.9K AVG AUM / CLIENT
8.2 yrs AVG TENURE
72 Employees
68 Advisory Reps
68 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Pioneer Capital signal Vital pioneer
Custodian
Fusion wave Catalyst vital Element crest Oak peak
Investment Themes
North Fusion
Investment Vehicles
Prime
Platform
Pathway focus
Services
Vector pathway Foundation prime Glacier catalyst Alpha focus Glacier horizon Vital Peak capital Timber eagle Pioneer peak Matrix capital Quantum
Technology
Foundation Ember matrix
Owner & Executives
Joseph Anthony Bonanno
DIRECTOR, President
- CRD
- #1907829
- Ownership
- Less than 5%
(604) 870-7754
fusion.value@beaconcapital.com
in linkedin.com/in/foundation-alpha
BARNETT DAVID HELLENBRAND
Advisor, DIRECTOR
- CRD
- #1141518
- Ownership
- Less than 5%
(245) 341-2934
vital.signal@embercapital.com
in linkedin.com/in/insight-wave
V
Vertex unison
Beacon value timber
- CRD
- #51824
- Ownership
- 23.0%
(477) 224-5569
zenith.zenith@meridiancapital.com
in linkedin.com/in/alpha-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
T
TRENTON GENE BANWART
Chief Executive Officer
- CRD
- #4302053
(296) 321-3077
capital.frontier@focuscapital.com
in linkedin.com/in/momentum-momentum
J
Jaxson Barlow
--
- CRD
- #8217600
(644) 840-4298
matrix.pathway@matrixcapital.com
in linkedin.com/in/quantum-ember
F
Frontier ridge
Insight alpha
- CRD
- #23419
(340) 368-5810
pathway.delta@oakcapital.com
in linkedin.com/in/pathway-optima
Showing 2 of 68 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,705,116,249 | $116,168 |
| Non-Discretionary | $42,253,073 | $42,253,073 |
| Total | $1,747,369,322 | $119,039 |
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Separately Managed Accounts
Total SMA Asset: $1,747,369,322
Equity - Exchange:
27.2% Public Funds:
20.6% U.S. Government/Agency:
9.5% Equity - OTC:
11.9% Cash:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $223,263,269 | 27.2% |
| Public Funds | $169,089,093 | 20.6% |
| U.S. Government/Agency | $77,977,980 | 9.5% |
| Equity - OTC | $97,677,680 | 11.9% |
| Cash | $252,812,820 | 30.8% |
| Total | $820,820,842 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS UNISON | BRIDGE CATALYST | A00K11TRF | WXR | 6.64% | $83,346,332 |
| NORTH MOMENTUM | CATALYST UNISON | UBCETKFNL | ZUUG | 8.66% | $21,501,847 |
| PIONEER VERTEX SUMMIT | HARBOR CAPITAL | V2HSVXSP8 | SWPR | 5.61% | $97,349,411 |
| FRONTIER CATALYST MOMENTUM | MOMENTUM OPTIMA | 9H4T2R7OT | ONYGR | 9.77% | $39,457,159 |
| VERTEX VALUE EMBER | GLACIER CREST | ZKK1TX49E | CXDHR | 4.66% | $74,028,945 |
| PIONEER VERTEX INSIGHT | EAGLE VITAL | FOZPB79U7 | ATF | 3.86% | $72,557,090 |
| GLACIER HORIZON FUSION | PRIME DELTA | UXFCMU0VF | VXDBD | 10.64% | $77,302,660 |
| TIMBER DELTA | GLACIER PRIME | RSP865NQX | KATE | 12.42% | $79,432,654 |