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
Williams & Novak Wealth Management, LLC
By the Numbers
-
Total Assets Under Management238MILLION
-
Total Number of Accounts703ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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