SEC Form ADV

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$342.8M
Assets Under Management
1,036
Total Clients
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Registration Details

Accession
CRD-324173
Location
WESTLAKE VILLAGE, CA
Filing Date
April 8, 2026
AUM
$342.8M
Total Clients
1,036
Amendment
No

About this Adviser

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WESTLAKE VILLAGE, CA, managing approximately $342.8M in assets across 1,036 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.