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| Keyboard |
| Williams & Novak Wealth Management LLC
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|---|---|
| CRD # | 324173 |
| SEC # | 801-128269 |
| CIK # | |
| AUM | 342.8 M (2026-04-08) |
| Employees | 8 (50% Investors, 25% Brokers) |
| Phone | 626-689-7181 |
| Address | 2625 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 36.1 |
| (b) Individuals (high net worth individuals) | 107 | 298.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 7.8 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,036 | 342.8 |
| By Discretionary | ||
| Discretionary | 1,036 | 342.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,036 | 342.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.8 | |
| Total | 1,036 | 342.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 287 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
4J Wealth Management LLC
✚
|
VA | 348.1 M |
|
Nepsis Inc
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|
MN | 344.5 M |
|
William Howard & Co Financial Advisors Inc
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TN | 342.1 M |
|
J Hagan Capital Inc
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|
KY | 341.8 M |
|
Smedley Financial Services Inc
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|
UT | 341.8 M |
|
Diversified Financial Management Associates Inc
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|
MA | 338.8 M |
|
Eiger Wealth Management LLC
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|
CA | 338.7 M |
|
Wetzel Investment Advisors Inc
✚
|
IN | 338.3 M |
|
Navigate Financial LLC
✚
|
UT | 337.9 M |
|
Assetgrade LLC
✚
|
MA | 337.7 M |