WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 324173). Regulatory assets under management: $342.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 626-773-2014 |
| — | — | 1 | 626-689-7181 |
| — | — | 1 | 626-689-7181 |
| NEWPORT BEACH | CA | 1 | 949-220-2229 |