Investment adviser · CRD 333595
PW NOVA FINANCIAL SERVICES LLC
Investment adviser filing (IA)
NEWTOWN, PA, United States · Form ADV filed Apr 17, 2026
- Regulatory AUM
- $654M Form ADV · Item 5.F
- Client accounts
- 1,713 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $474,287,177 | 72.5% |
| Individuals | 581 | $154,679,099 | 23.6% |
| Government entities | Fewer than 5 | $12,114,388 | 1.9% |
| Retirement plans | 6 | $11,475,918 | 1.8% |
| Charities | 5 | $1,772,000 | 0.3% |
Filing source
Form ADV 2092683 · Apr 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
201 SOUTH STATE ST., SUITE 1ANEWTOWN, PA, 18940, United States
CRD 333595
Filing source
Form ADV 2092683 · Apr 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.