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PW NOVA FINANCIAL SERVICES LLC
CRD 333595 · SEC 801-131527
201 SOUTH STATE ST., SUITE 1A, NEWTOWN, PA, 18940, United States
Phone
267-753-7065
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$654.3M
Discretionary AUM
$650.1M
Team
6 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 581 | $154.7M |
| High net worth individuals | 140 | $474.3M |
| Pension/profit sharing plans | 6 | $11.5M |
| Charitable organizations | 5 | $1.8M |
| State/municipal entities | 1 | $12.1M |
States served
AZ, DE, IL, MD, MA, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD