PW Nova Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
PW Nova Financial Services reports 733 clients. They include 581 individual clients, 140 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 99.4% ($650M across 1,712 accounts) are managed with discretion; $4.23M across 1 account is not. A wrap fee program the firm both sponsors and manages holds $654M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 24% |
| High-net-worth individuals | 19% | 72% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 581 | $155M | 23.6% | $266K |
| High-net-worth individuals | 140 | $474M | 72.5% | $3.39M |
| Pension and profit-sharing plans | 6 | $11.5M | 1.8% | $1.91M |
| Charitable organizations | 5 | $1.77M | 0.3% | $354K |
| State or municipal government entities | Fewer than 5 | $12.1M | 1.9% | $12.1M |
| Total | 733 | $654M | 100% | — |
- Clients
- 581
- Regulatory AUM
- $155M
- AUM share
- 23.6%
- Avg. per client
- $266K
- Clients
- 140
- Regulatory AUM
- $474M
- AUM share
- 72.5%
- Avg. per client
- $3.39M
- Clients
- 6
- Regulatory AUM
- $11.5M
- AUM share
- 1.8%
- Avg. per client
- $1.91M
- Clients
- 5
- Regulatory AUM
- $1.77M
- AUM share
- 0.3%
- Avg. per client
- $354K
- Clients
- Fewer than 5
- Regulatory AUM
- $12.1M
- AUM share
- 1.9%
- Avg. per client
- $12.1M
Total
- Clients
- 733
- Regulatory AUM
- $654M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
PW Nova Financial Services charges up to 2.00% a year for its Wealth Management and Pension Consulting Services. The fee is billed in advance and is negotiable.
Fee details and sources
CMC Wealth Partners Inc owns 50% to 75% of PW Nova Financial Services and is in turn owned by Christopher McNesby (50–75%). Christopher McNesby is CEO; the leadership team includes Chief Compliance Officer Ann Lovett. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of PW Nova Financial Services LLC
CMC Wealth Partners Inc
Control person · since September 2024
- Owns 50% to 75% of CMC Wealth Partners Inc
Christopher McNesby
Control person · since July 2016
- Owns 50% to 75% of PW Nova Financial Services LLC
Sebvivi Enterprises Inc
Control person · since September 2024
- Owns 50% to 75% of Sebvivi Enterprises Inc
John Whitehead
Control person · since February 2018
PW Nova Financial Services’ regulatory assets grew 2.1× from $308M (April 2025) to $654M (April 2026); clients rose from 181 to 733 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $654M | 733 | 6 | 1 |
| Apr 2025April 2025 | $308M | 181 | 3 | 1 |
Besides its headquarters, PW Nova Financial Services has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 201 South State St., Suite 1a, NewtownHQ
Other business names
PW Nova Financial Services has reported 2 other business names to the SEC.
- JW Nova Wealth Partners
- Pwa Financial
Contact and registration details
- Legal name
- PW Nova Financial Services LLC
- Headquarters
- 201 South State St., Suite 1a, Newtown, PA 18940
- Website
- Not reported
- Phone
- 267-753-7065
- SEC file
- 801-131527
- Founded
- 2024
- Structure
- Delaware LLC
- Fiscal year end
- December
PW Nova Financial Services’ named custodians for separately managed accounts are Trade-PMR ($359M, 55%) and Charles Schwab ($296M, 45%). PW Nova Financial Services does not have custody of client assets.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $359M55%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $296M45%
At year end, PW Nova Financial Services’ separately managed accounts were largely in stocks (34%) and funds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $466M across 208 positions; the largest are iShares TR (5.6%), Invesco Qqq TR (5.3%) and iShares TR (4.1%).
What the accounts hold
- Stocks34%
- Funds30%
- Bonds25%
- U.S. government and agency bonds15%
- State and local bonds5%
- Investment grade corporate bonds5%
- Cash9%
- Other3%
- Preferred stock, alternatives2%
- Derivatives1%
How many clients does PW Nova Financial Services have?
PW Nova Financial Services has 733 clients and manages $654 million for them, as of April 2026. They include 581 individual clients, 140 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026
What services does PW Nova Financial Services offer?
PW Nova Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does PW Nova Financial Services charge?
PW Nova Financial Services charges up to 2.00% a year for its Wealth Management and Pension Consulting Services. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - PW NOVA FINANCIAL SERVICES, filed 19 March 2026
Which custodians does PW Nova Financial Services use?
PW Nova Financial Services’ separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $359M and Charles Schwab & Co., Inc. (Westlake, TX), with $296M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026
How many financial advisors does PW Nova Financial Services have?
PW Nova Financial Services has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does PW Nova Financial Services invest in?
At the end of its last fiscal year, PW Nova Financial Services’ separately managed accounts held 34% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 9% cash and equivalents, 5% state and local bonds, 5% investment grade corporate bonds, 2% other and 1% derivatives. The 2% other category is described as: Preferred Stock, Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PW Nova Financial Services?
PW Nova Financial Services is owned through holding companies by John Whitehead and Christopher McNesby. Its direct owners are CMC Wealth Partners Inc (50% to 75%) and Sebvivi Enterprises Inc (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 April 2026
How does PW Nova Financial Services get paid?
PW Nova Financial Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact PW Nova Financial Services?
PW Nova Financial Services’ main office is at 201 South State St., Suite 1a, Newtown, PA 18940. Its phone number is 267-753-7065.