Williams & Novak Wealth Management, LLC
Williams & Novak Wealth Management, LLC is an SEC-registered wealth manager in Westlake Village, CA with $342.8M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Williams & Novak Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324173, SEC 801-128269, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $342.8M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 8
- Clients
- 285
- CRD
- 324173
- Ownership
- Williams, Jacob; De Luz, Michael, K; Novak, Daniel, Christopher
How much AUM does Williams & Novak Wealth Management, LLC have?
Williams & Novak Wealth Management, LLC reported $342.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Williams & Novak Wealth Management, LLC?
Disclosed owners and executives of Williams & Novak Wealth Management, LLC include Williams, Jacob, De Luz, Michael, K, Novak, Daniel, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.