Williams & Novak Wealth Management, LLC

Williams & Novak Wealth Management, LLC (CRD# 324173) is a financial advisory firm headquartered in Westlake Village, CA. They manage $237,547,719 in 703 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362
http://williamsnovakwm.com
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $337,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, LA, MO, NY, OK, TX, WA

Financial Advisors at Williams & Novak Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael De Luz, financial advisor Huntington Beach CA
Michael K. De Luz
CRD#: 2526894
Huntington Beach, CA

Michael De Luz (CRD# 2526894) is an Investment Advisor Representative working at Williams & Novak Wealth Management, LLC in Huntington Beach, CA and has over 29 years of experience in the finance industry.

2
Daniel Novak, financial advisor Westlake Village CA
Daniel C. Novak
CRD#: 6348004
30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362

Daniel Novak (CRD# 6348004) is an Investment Advisor Representative working at Williams & Novak Wealth Management, LLC in Westlake Village, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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