NOVAK FINANCIAL PLANNING LLC
SEC file number 801-57319
· BEL AIR, MD
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$349.2M
Discretionary AUM
$324.7M
Employees
5
Clients
19
Firm
- Address
- 2231 OLD EMMORTON ROAD
BEL AIR, MD 21015 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Novak Energy Fund, L.P. Low name-match confidence · CIK 2058021 · TX
- Novak Williams Sr. Living Vertical, L.P. Low name-match confidence · CIK 2057722 · TX
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Novak Williams Sr. Living Vertical, L.P. · D · Feb 25, 2025$7.3M
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Novak Energy Fund, L.P. · D · Feb 25, 2025$4M