Michael K De luz
Investment adviser representative at Williams & Novak Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$342.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Vistia Capital, LLCOct 2025 to now
- Williams & Novak Wealth Management, LLCAug 2023 to now
- Integrity Brokerage LLCSep 2021 to now
- Thornton and AssociatesDec 2022 to Oct 2023
- Kovack Advisors, Inc.Apr 2020 to Aug 2022
- Kovack Securities, Inc.Apr 2020 to Aug 2022
- Lazari Capital ManagementApr 2018 to Aug 2023
- Kovack Securities Inc.Feb 2018 to Jul 2019
- Chalice Wealth AdvisorsOct 2017 to Dec 2017
- Niagara International Capital LimitedMay 2017 to Dec 2017
- Financial West GroupJan 2017 to Apr 2017
- N/aOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Williams & Novak Wealth Management, LLC
$342.8MAssets managed
285Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2526894
- Firm CRD
- 324173