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 11 states (or territories).
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Total Assets Under Management238MILLION
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Total Number of Accounts703ACCOUNTS
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Average Account Value$337,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AZ, CA, FL, LA, MA, MO, NY, OK, TX, WA
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.
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.