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| Happy Holidays!! thanks for using AUM13F!! |
| Williams & Novak Wealth Management LLC
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|---|---|
| CRD # | 324173 |
| SEC # | 801-128269 |
| CIK # | |
| AUM | $263.9 M (2025-06-17) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 626-689-7181 |
| Address | 2625 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 32.3 |
| (b) Individuals (high net worth individuals) | 91 | 224.5 |
| (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 | 11 | 6.3 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 831 | 263.9 |
| By Discretionary | ||
| Discretionary | 831 | 263.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 831 | 263.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.9 | |
| Total | 831 | 263.9 |
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|---|---|---|
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✚
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TN | 0.3 |
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PA | 0.3 |
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Tricord Advisors Inc
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CA | 0.3 |
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Stewardship Advisory Group LLC
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FL | 0.3 |
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Magnate Advisory Services LLC
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KY | 0.3 |