WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$342,843,364
Discretionary
$342,843,364
Non-discretionary
$0
Firm details
- CRD number
- 324173
- SEC file number
- 801-128269
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.