Williams & Novak Wealth Management, LLC

CRD 324173 · Westlake Village, CA · $342.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 324173
SEC number: 801-128269
Firm type: RIA
Assets under management: $342.8M as of Apr 8, 2026
Website: www.linkedin.com/company/williams-novak-wealth-management-llc ↗
Phone: 626-689-7181
Address: 2625 Townsgate Road, Westlake Village, CA, 91361

Advisors at this firm

4 in our index · page 1 of 1

Michael K De LuzCRD 2526894 · Huntington Beach, CA

IA RegisteredBroker
Tanya Michelle EscobedoCRD 1472296 · San Tan Valley, AZ

IA Registered
Daniel NovakCRD 6348004 · Westlake Village, CA

IA RegisteredBroker
Jacob WilliamsCRD 4330553 · Homer, AK

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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