PPrivate Fund Data Log in Join · $37/mo

Pw Nova Financial Services LLC

● SEC registered since 2024CRD 333595SEC# 801-131527Newtown, PA
Export (members)
Reg. AUM
$307.9M
Employees
3
Accounts
569
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 $307.9 million in regulatory assets under management and employs 3 people.
www.jwnova.comView on SEC.gov ↗

Pw Nova Financial Services LLC owners & executives

6 reported
NameTitleOwnershipSince
Ann Catherine Lovett ControlChief Compliance OfficerUnder 5%2024
Cmc Wealth Partners ControlHolding Company50-75%2024
John Kenneth Whitehead ControlCeoUnder 5%2024
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Pw Nova Financial Services LLC manage?

Pw Nova Financial Services LLC reports $307.9 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 3 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

Address201 South State St., Suite 1a, Newtown, PA 18940
Phone267-753-7065
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$296.9M
Non-discretionary$11M
Total (RAUM)$307.9M