# WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 324173
- Type: SEC-registered investment adviser
- SEC file number: 801-128269
- Location: 2625 TOWNSGATE ROAD, SUITE 330, WESTLAKE VILLAGE, CA, 91361
- Phone: 626-689-7181
- Latest filing: 2026-04-08
- Regulatory AUM: $342.8M
- Discretionary AUM: $342.8M
- Clients: 8
- Accounts: 1,036

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Christopher Novak | MANAGING MEMBER | — |
| Jacob Williams | MANAGING MEMBER | — |
| Michael K De Luz | CCO | — |
| Novak Daniel Christopher | MANAGING MEMBER | — |
| Williams Jacob | MANAGING MEMBER | — |
| De Luz Michael K | CCO | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 626-773-2014 |
| — | — | 1 | 626-689-7181 |
| — | — | 1 | 626-689-7181 |
| NEWPORT BEACH | CA | 1 | 949-220-2229 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324173/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324173/similar
- Related entities: https://search.stillhousedata.com/firm/324173/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324173

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.