SEC Form ADV

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$342.8M
Assets Under Management
287
Total Clients
8
Employees
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Registration Details

Accession
crd-324173
Location
WESTLAKE VILLAGE, CA
Filing Date
April 8, 2026
AUM
$342.8M
Total Clients
287
Institutional Clients
10
Employees
8
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

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 287 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.