# Williams & Novak Wealth Management

Williams & Novak Wealth Management is a Bank / Wealth / Trust based in Westlake Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.williamsnovakwm.com
- **LinkedIn:** https://www.linkedin.com/company/williams-novak-wealth-management-llc

## Regulatory record

- **CRD number:** 324173
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324173

## About

Williams & Novak Wealth Management launched in 2019, establishing its base in Westlake Village, California. The firm operates as a registered investment advisor, directing its services toward individuals, high-net-worth families, and business entities. Unlike family offices managing dynastic capital, its structure hews to a classic private-client wealth management model — fiduciary planning, retirement strategies, and portfolio construction for clients whose wealth thresholds typically do not trigger mandatory public disclosures. The firm’s investment approach centers on financial planning and discretionary portfolio management. There is no public evidence of carved-out private funds, in-house venture vehicles, or dedicated alternative investment programs. Geographic focus appears concentrated in Southern California, consistent with the location of its sole Westlake Village office. Publicly available information on scale is thin. The firm does not publish assets under management, advisor headcount, or aggregate client totals. No filings with the SEC indicate a regulatory asset threshold that would illuminate a minimum size. Without disclosed principals or named investment committee members, the firm’s governance structure remains opaque. Adjacent philanthropic vehicles, operating companies, or co-investment clubs do not appear in its public record. A structural differentiator for Williams & Novak is its apparent posture as a quiet private-client practice deliberately avoiding the institutional limelight. For an allocator or peer family office, this means due-diligence access will require direct engagement — there is no conference circuit presence, no publicly named CIO, and no product menu published to attract outside capital.

## Questions

### What is Williams & Novak Wealth Management’s known posture on co-investments alongside external GPs?

No co-investment activity is documented in public sources. The firm’s client base and investment model, as described in its own materials, suggest a retail or mass-affluent private-client advisory practice rather than an institutional co-investor.

### Where is Williams & Novak Wealth Management headquartered and does it have additional offices?

It is headquartered in Westlake Village, California, a Los Angeles-area community. No additional office locations are disclosed in public records or professional directories.

## Related profiles

- [Williams, Kastner & Gibbs PLLC Retirement Plan](https://altss.com/profile/williams-kastner-gibbs-pllc-retirement-plan)
- [Williamson Legacy Group](https://altss.com/profile/williamson-legacy-group)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/williams-novak-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology