Unclaimed Profile

Michael K De Luz

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC·WESTLAKE VILLAGE, California

Clean recordWILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

2625 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 2526894Firm CRD# 324173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael K De Luz · WESTLAKE VILLAGE, CA

Registration

CRD #2526894 · WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael K De Luz is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

AUM

$238M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2526894

Firm CRD# 324173

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael K De Luz offer?

Michael K De Luz specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Michael K De Luz's credentials?

Michael K De Luz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael K De Luz located?

Michael K De Luz is based in WESTLAKE VILLAGE, California, working with WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Michael K De Luz charge for services?

Michael K De Luz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC?

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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