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WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

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

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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

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

324173

SEC#:

801-128269

No. of Clients:

703

Assets under Management

$237,547,719

No. of Advisors:

3

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