| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Christopher Novak Control | Managing Member | 25-50% | 2019 |
| Jacob Williams Control | Managing Member | Over 75% | 2019 |
| Michael K De Luz Control | Cco | Under 5% | 2023 |
Williams & Novak Wealth Management, LLC reports $263.9 million in regulatory assets under management on its Form ADV.
Williams & Novak Wealth Management, LLC reports 3 employees.
Williams & Novak Wealth Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2023.
Williams & Novak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2625 Townsgate Road, Suite 330, Westlake Village, CA 91361 |
| Phone | 626-689-7181 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $263.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $263.9M |