CRD: 324173
Williams & Novak Wealth Management, LLC
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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-2023
- Office Locations
- 4
Office Locations
About Williams & Novak Wealth Management, LLC
Williams & Novak Wealth Management provides integrated wealth management and income tax planning, pairing portfolio management with insurance strategies, retirement plan design, estate planning coordination, and alternative investment access. The firm serves clients across 26 states and emphasizes a single, coordinated planning relationship supported by modern tools. Custody is through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Jacob Williams
Managing Member, Wealth Advisor
- CRD
- #4330553
- Ownership
- 75% or more
Daniel Novak
General Partner, Managing Member
- CRD
- #6348004
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Tanya Michelle Escobedo
Financial Advisor
- CRD
- #1472296
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $342,843,364 | $330,930 |
| Non-Discretionary | $0 | -- |
| Total | $342,843,364 | $330,930 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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