Michael Difiore

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 09/2025
  Unemployed
  Sacramento, CA
• 05/2021 → 01/2023
  United Wholesale Lending
  Sacramento, CA
• 06/2020 → 05/2021
  Wells Fargo
  New York, NY
• 06/2016 → 06/2020
  Jpmorgan Chase
  Newark, DE
• 11/2025 → Present
  Hbw Advisory Services
  Roseville, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-04

Other Names

• Michael Jerome-Thomas Difiore