Pw Nova Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated April 17, 2026, reports $654M in regulatory assets under management, 6 employees, and 1,713 accounts.
Assets Under Management
$654M
Employees
6
Offices
--
Total Clients
733
Primary office
NEWTOWN, PA
201 SOUTH STATE ST., SUITE 1A, NEWTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
581
2
HNWI
19.1%
140
3
Pension Plans
0.8%
6
4
Charitable
0.7%
5
5
Government
0.1%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$654Mas of April 17, 2026
Discretionary99.4%
$650M
99% of total RAUM99.4%
Non-discretionary0.6%
$4M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$654M
Total Accounts1,713
10Y AUM Change+$654M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee122:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.