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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| PW Nova Financial Services LLC
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| CRD # | 333595 |
| SEC # | 801-131527 |
| CIK # | |
| AUM | $307.9 M (2025-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 267-753-7067 |
| Address | 201 South State St Newtown, PA 18940 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 40.3 |
| (b) Individuals (high net worth individuals) | 63 | 244.5 |
| (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 | 5 | 11.0 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 1 | 11.0 |
| (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 | 569 | 307.9 |
| By Discretionary | ||
| Discretionary | 568 | 296.9 |
| Non-Discretionary | 1 | 11.0 |
| Total | 569 | 307.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.9 | |
| Total | 569 | 307.9 |
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|---|---|---|
|
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✚
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MN | 0.3 |
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Quad City Investment Advisors LLC
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IL | 0.3 |
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Highland Investment Advisors LLC
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FL | 0.3 |
|
Conservative Wealth Management LLC
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0.3 | |
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The Darrow Company Inc
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MA | 0.3 |
|
Elliott Cove Capital Management LLC
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WA | 0.3 |
|
Wealth Pro Advisors Inc
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FL | 0.3 |
|
Stonecrest Wealth Management Inc
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AZ | 0.3 |
|
Wealth Benefit Advisors LLC
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TX | 0.3 |
|
Everest Management Corp
✚
|
CA | 0.3 |