Pw Nova Financial Services LLC
● SEC registered since 2024CRD 333595SEC# 801-131527Newtown, PA
Reg. AUM
$654.3M
Employees
6
Accounts
1,713
Location
Newtown, PA
Pw Nova Financial Services LLC assets under management
Pw Nova Financial Services LLC is a registered investment adviser overseen by the SEC based in Newtown, PA. The firm has been registered since 2024. It reports $654.3 million in regulatory assets under management and employs 6 people.
Pw Nova Financial Services LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Catherine Lovett Control | Chief Compliance Officer | Under 5% | 2024 |
| Christopher McNesby Control | Chief Executive Officer | Under 5% | 2024 |
| Cmc Wealth Partners Inc Control | Holding Company | 50-75% | 2024 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pw Nova Financial Services LLC manage?
Pw Nova Financial Services LLC reports $654.3 million in regulatory assets under management on its Form ADV.
How many employees does Pw Nova Financial Services LLC have?
Pw Nova Financial Services LLC reports 6 employees.
Where is Pw Nova Financial Services LLC located?
Pw Nova Financial Services LLC is based in Newtown, PA and has been SEC-registered since 2024.
Does Pw Nova Financial Services LLC disclose fund performance?
Pw Nova Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 South State St., Suite 1a, Newtown, PA 18940 |
| Phone | 267-753-7065 |
| Fax | N/A |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$654.3M▲ 112%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$654.3Mregulatory AUM
Discretionary $650.1MNon-discretionary $4.2M