WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

WESTLAKE VILLAGE, California·3 registered advisors·CRD# 324173
SEC# 801-1282694626-689-7181
01

Firm Overview

AUM
$238M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

3 registered advisors
Daniel Christopher Novak
WESTLAKE VILLAGE, California
Jacob Williams
WESTLAKE VILLAGE, California
Michael K De Luz
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
3 advisors

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Data sourced from SEC Form ADV filings. WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC (CRD# 324173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.