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 registered investment adviser that manages client assets on a fee basis (percentage of AUM). The firm acts as a capital allocator for both individual/family and institutional clients and lists financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers among its advisory services. It is not an active ESG investor. The firm registered with the SEC in 2024.

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

    Investment Adviser RepresentativeCRD 4423253

  • JOHN WHITEHEAD

    Founder & Managing PartnerCRD 2198120

  • 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 110

Active vs passive

$253M in ETFs

Passive

92%

$231M

Active

5%

$21.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$21.7M50,9538.59%
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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