Jacob Williams is listed as Managing Member at Williams & Novak Wealth Management, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Williams & Novak Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jacob Williams work?
Jacob Williams is listed as Managing Member at Williams & Novak Wealth Management, LLC on SEC Form ADV.
How much of Williams & Novak Wealth Management, LLC does Jacob Williams own?
Form ADV reports a beneficial ownership band of Over 75%.