# PW Nova Financial Services LLC

> PW Nova Financial Services LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 333595
- Filed as: PW NOVA FINANCIAL SERVICES LLC
- Also doing business as: JW NOVA WEALTH PARTNERS, PWA FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333595
- AdvisorCensus page: https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595

## Quick answers

**How is PW Nova Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PW Nova Financial Services LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is PW Nova Financial Services LLC located?**
PW Nova Financial Services LLC's principal office is in Newtown, PA, according to its Form ADV.

**Is PW Nova Financial Services LLC registered with the SEC or a state?**
PW Nova Financial Services LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333595.

**How much does PW Nova Financial Services LLC manage?**
PW Nova Financial Services LLC reports $654,328,582 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (99% discretionary).

**How have PW Nova Financial Services LLC's assets and staff changed since 2025?**
In the Form ADV data for PW Nova Financial Services LLC: Regulatory assets under management: $307,933,000 in the October 2025 data and $654,328,582 in the October 2026 data, up 112%. Total employees: 3 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PW Nova Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (581); high net worth individuals (140); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does PW Nova Financial Services LLC use?**
PW Nova Financial Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets.

**Does PW Nova Financial Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333595

**Does PW Nova Financial Services LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is no account minimum for any of the firm’s services."

**What changed in PW Nova Financial Services LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $307,933,000 to $654,328,582 (+112%). Employees performing advisory functions went from 3 to 6. Added the business name JW Nova Wealth Partners. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> There is no account minimum for any of the firm’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Trade-PMR Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $654,328,582
- Discretionary: $650,103,582
- Non-discretionary: $4,225,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 581 | $154,679,099 |
| High net worth individuals | 140 | $474,287,177 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $11,475,918 |
| Charitable organizations | 5 | $1,772,000 |
| State or municipal government entities (including government pension plans) | 1 | $12,114,388 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, DE, FL, IL, MA, MD, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jwnova.com
- pwafinancial.com
- LinkedIn @pwafinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $307,933,000 | 3 | April 1, 2025 |
| October 2026 | $654,328,582 | 6 | April 17, 2026 |

Regulatory assets under management: $307,933,000 in the October 2025 data and $654,328,582 in the October 2026 data, up 112%.
Total employees: 3 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $307,933,000 to $654,328,582 (+112%).
- Employees performing advisory functions went from 3 to 6.
- Added the business name JW Nova Wealth Partners.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Added the business name PWA Financial.
- No longer lists the business name CMC Wealth Partners.
- Registered or notice-filed in AZ, MA, MD, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PW Nova Financial Services LLC (CRD 333595): Form ADV filing data as of October 2026.