Daniel Christopher Novak is listed as Managing Member at Williams & Novak Wealth Management, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Williams & Novak Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Christopher Novak work?
Daniel Christopher Novak is listed as Managing Member at Williams & Novak Wealth Management, LLC on SEC Form ADV.
How much of Williams & Novak Wealth Management, LLC does Daniel Christopher Novak own?
Form ADV reports a beneficial ownership band of 25-50%.