Westlake Village, CA Townsgate Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Williams & Novak Wealth Management, LLC
Team
Firm-wide stats for Williams & Novak Wealth Management, LLC
About
Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals (including high-net-worth clients), corporations, pension and profit‑sharing plans, and charitable organizations. A five-advisor team manages approximately $343 million for about 275 clients and provides discretionary and non‑discretionary portfolio management, financial planning (including retainer engagements), and access to third‑party managers and TAMPs.
The firm combines proprietary model portfolios and sub‑advisor solutions with direct‑indexing strategies implemented through both Altruist and a Vanguard‑powered program, allowing for customization and tax‑loss harvesting at the individual‑security level. It conducts due diligence and ongoing monitoring of third‑party managers and relies on custodial and operational partners (for example, Altruist, AssetMark, and Dynamic Advisor Solutions) to handle trading, rebalancing, and reporting.
Noteworthy features disclosed in the brochure include affiliated business lines for tax preparation and insurance (Williams & Novak Tax Partners, LLC and Williams & Novak Insurance, LLC) and advisor‑led newsletters and educational workshops. The firm also discloses that some of its advisers are registered representatives of unaffiliated broker‑dealers and that certain platform relationships (including Altruist One and the Altruist Model Marketplace) may involve pass‑through fees or referral arrangements the firm says it discloses and monitors.
Location
2625 Townsgate Road, Suite 330
Westlake Village CA 91361
Advisors at this office
2
Advisors at this office
Jacob D
Series 65
Westlake Village, CA
Williams & Novak Wealth Management, LLC
Jacob Denzler is a financial advisor at Williams & Novak Wealth Management, LLC, holding a Series 65 designation. He has one year of experience in the industry and previously worked in the transportation and concrete cutting sectors. Williams & Novak Wealth Management is a team-based registered investment adviser managing approximately $343 million for around 275 clients, including individuals, corporations, pension plans, and charitable organizations. The firm uses a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.
Daniel N
CFP®, Series 66
Westlake Village, CA
Williams & Novak Wealth Management, LLC
Daniel Novak is a CFP® professional with 11 years of experience in financial services. He is currently a wealth manager and executive at Williams & Novak Wealth Management, LLC in Westlake Village, CA. His previous roles include positions at Alexander Capital, Integrity Brokerage, Western International Securities, and Charles Schwab. Novak is also involved in non-investment business activities including managing an estate document referral service and ownership roles in affiliated tax preparation and insurance firms. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, including high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million for about 275 clients, combining proprietary model portfolios with sub-advisor solutions and direct-indexing strategies to provide customized portfolio management and financial planning services.
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