WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Overview

Williams & Novak Wealth Management, LLC is a fee-based advisory firm that serves both individual and institutional clients with a mix of comprehensive financial planning and portfolio management. The firm acts as a capital allocator, combining public market vehicles—particularly mutual funds and ETFs—with allocations to third‑party alternative managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through publications and seminars. The firm also operates in insurance distribution and accounting, which supports a cross‑disciplinary approach to client solutions. Investment activity shows a clear tilt toward pooled public funds as the primary implementation vehicle, but the firm supplements those core exposures with direct stock positions and targeted alternative allocations. Fee arrangements are flexible: percentage of AUM is the primary model, supplemented by hourly and fixed fees for planning or one‑off engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices