Williams & Novak Wealth Management, LLC

Overview

Williams & Novak Wealth Management, LLC is an SEC registered investment adviser based in Westlake Village, CA, registered since 2023. It reports $343M in assets under management across 1,036 accounts, with 10 employees. It has 5 investment adviser representatives.

Reported AUM

$343M

Discretionary

100%

Accounts

1,036

Average account

$331K

Employees

10

Advisory reps

5

Registered since

2023

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Daniel Novak Managing Member CRD 6348004
• Jacob Williams Managing Member CRD 4330553

Advisory reps 3 of 5

• Michael Kirk De Luz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2526894
• Jacob Samuel Denzler Investment Adviser Rep CRD 8330173
• Tanya Michelle Escobedo Investment Adviser Rep CRD 1472296

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2625 Townsgate Rd Ste 330
Westlake Village, CA 91361

County

Ventura

Metro area

Oxnard-Thousand Oaks-Ventura, CA

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: strategicwealthandtaxes.com

Every state, with registration dates

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