Venkata Janga is a registered investment advisor at Hbw Advisory Services LLC, based in Orange, CA, with 1 years of industry experience. Venkata operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
333 City Blvd West, Suite 1700, Orange, CA, 92868
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Venkata is the President of Chargeback 360, where he works with merchants, grows sales, and oversees backend technology building. Since April 2025, he is also a Partner at AHA Wealth Management LLC, providing advisory services.
Employment History
Current Registrations
Hbw Advisory Services LLC
State Registrations2 states
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