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

Clients

Accounts

831

Firm Details

Organization Type: Limited Liability Company
State of Formation: Nevada
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 22, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
De Luz, Michael, K	I	CCO	NA	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Williams, Jacob	I	MANAGING MEMBER	E	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control
Novak, Daniel, Christopher	I	MANAGING MEMBER	C	Control

Registrations

Federal

Sep 22, 2025 REGISTERED

Notice Filings (11)

AK AZ CA FL LA MA MO NY OK TX WA

Address

2625 TOWNSGATE ROAD
SUITE 330
WESTLAKE VILLAGE, CA 91361
United States

Phone: 626-689-7181