|
⚲
|
| Keyboard |
| PW Nova Financial Services LLC
✚
|
|
|---|---|
| CRD # | 333595 |
| SEC # | 801-131527 |
| CIK # | 0002127408 |
| AUM | 654.3 M (2026-04-17) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 267-753-7065 |
| Address | 201 South State St Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.9 | ||
| Nvidia Corp | 11.3 | ||
| Broadcom Inc | 8.1 | ||
| Microsoft Corp | 6.4 | ||
| Wal Mart Stores Inc | 6.4 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Alphabet Inc | 5.4 | ||
| Lilly Eli & Co | 5.4 | ||
| Amazon Com Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 581 | 154.7 |
| (b) Individuals (high net worth individuals) | 140 | 474.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 11.5 |
| (h) Charitable organizations | 5 | 1.8 |
| (i) State or municipal government entities | 1 | 12.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,713 | 654.3 |
| By Discretionary | ||
| Discretionary | 1,712 | 650.1 |
| Non-Discretionary | 1 | 4.2 |
| Total | 1,713 | 654.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 654.3 | |
| Total | 1,713 | 654.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002127408] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Warren Street Wealth Advisors LLC
✚
|
CA | 656.1 M |
|
BMB Advisers LLC
✚
|
CA | 655.8 M |
|
Rock Point Advisors LLC
✚
|
VT | 655.7 M |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 654.4 M |
|
Eagle Wealth Strategies LLC
✚
|
NJ | 653.8 M |
|
Collaborative Wealth Management Inc
✚
|
FL | 653.3 M |
|
Collegiate Capital Management Inc
✚
|
NC | 653.0 M |
|
Palisade Investments LLC
✚
|
NV | 652.7 M |
|
Early McClintic & McMillan LLC
✚
|
TX | 652.2 M |
|
BKM Wealth Management LLC
✚
|
WI | 651.8 M |