Daniel Novak
Co-Ceo And Sr. Wealth Manager, Chief Compliance OfficerWilliams & Novak Wealth Management, LLCCRD 6348004
About Daniel Novak
Daniel Novak is listed as Co-Ceo And Sr. Wealth Manager, Chief Compliance Officer at Williams & Novak Wealth Management, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Williams & Novak Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Novak work?
Daniel Novak is listed as Co-Ceo And Sr. Wealth Manager, Chief Compliance Officer at Williams & Novak Wealth Management, LLC on SEC Form ADV.
How much of Williams & Novak Wealth Management, LLC does Daniel Novak own?
Form ADV reports a beneficial ownership band of 25-50%.
Williams & Novak Wealth Management, LLC
| Title | Co-Ceo And Sr. Wealth Manager, Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2019 |