WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Tel: 626-689-7181 2625 Townsgate Road Suite 330 Westlake Village, California 91361

About WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC is a Westlake Village, California based financial advisory firm with nearly $237,547,719 in assets under management and provides investment advisory services for 703 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

324173

Firm SEC#:

801-128269

Assets Under Management:

$237,547,719

No. of Clients:

703

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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