PW Nova Financial Services LLC
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
FINTRXOverview
PW Nova Financial Services LLC is an independent registered investment adviser that began SEC registration in 2024. The firm operates as a limited liability company and identifies as a capital allocator serving both individuals/families and institutional clients. Its primary fee model is a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds30%
- US Government Bonds15%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$333M in ETFs
89%
$296M
9%
$37M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $27.2M | 216,947 | 8.15% |
Location
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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