WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

2625 Townsgate Road
Suite 330
Westlake Village, California 91361
Tel: 626-689-7181

About WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC, formally registered with the SEC as WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC. The firm was established in 07/06/2023. They have over 5 offices throughout the country.

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC is a Westlake Village, California based Financial Planning firm with nearly $237,547,719 assets under management, offering retirement planning & investment advisory services to 703 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324173
SEC#	801-128269
Assets Managed by Firm	$237,547,719
No. of Clients	703
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	703	$237,547,719
Individuals (other than high net worth individuals)	129	$29,685,443
High net worth individuals	81	$204,379,775
Pension and profit sharing plans	5	$3,277,589
Corporations or other businesses	Fewer than 5 clients	$204,912

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