WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
CRD #324173 SEC #801-128269 WESTLAKE VILLAGE, CA 626-689-7181
SEC Registered
Total AUM
$263.9M
Discretionary
$263.9M
Employees
3
Clients
0
Accounts
831
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $263.9M | $263.9M | $0 | 3 | 0 |
| Jun 2025 | $263.9M | $263.9M | $0 | 3 | 0 |
| Mar 2025 | $263.9M | $263.9M | $0 | 3 | 0 |
| Oct 2024 | $237.5M | $237.5M | $0 | 3 | 0 |
| Oct 2024 | $237.5M | $237.5M | $0 | 3 | 0 |
| Jul 2024 | $237.5M | $237.5M | $0 | 4 | 0 |
| Feb 2024 | $237.5M | $237.5M | $0 | 3 | 0 |
| Nov 2023 | $196.8M | $196.8M | $0 | 3 | 0 |
| Oct 2023 | $196.8M | $196.8M | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0