PW Nova Financial Services LLC

RIASEC RegisteredEst. 2024
Total AUM
$654M
Discretionary
$650M
99% of AUM
Avg account
$382K
Accounts
1,713
Employees
6
Advisory reps
7

Firm details

Headquarters
Newtown, Pennsylvania
CRD number
333595
Registered since
December 4, 2024
Website
www.pwafinancial.com
Custodians
TRADE-PMR INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI72.48%
  • Individuals23.64%
  • State / Municipal Government1.85%
  • Pension & Profit Sharing Plans1.75%
  • Charitable Organizations0.27%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

PW Nova Financial Services LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm describes itself as a capital allocator that serves individual and family clients as well as institutional investors, and it charges fees as a percentage of assets under management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of external advisers. The firm does not identify as an active ESG investor and is not a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Public Funds/Mutual Funds 30%, US Government Bonds 15%, Cash & Cash Equivalents 9%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Other 2%, Derivatives 1%34%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds30%
  • US Government Bonds15%
  • Cash & Cash Equivalents9%
  • State & Local Bonds5%

Owners & executives

1 of 1

  • Ann Lovett

    Chief Compliance OfficerCRD 8003748

Contacts

3 of 6
  • Kenneth Coniglio

    Kenneth Coniglio

    Investment Adviser RepresentativeCRD 4423253

  • John Whitehead

    John Whitehead

    Founder & Managing PartnerCRD 2198120

  • Christopher Mcnesby

    Christopher Mcnesby

    Strategic PartnerCRD 4458026

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 122

Active vs passive

$302M in ETFs

Passive

92%

$277M

Active

6%

$25.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$26.1M209,9128.63%
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Location

Primary office

Newtown, PA

Bucks

Location

Newtown, PA

Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
201 S State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth