PW NOVA FINANCIAL SERVICES LLC

CRD 333595File 801-131527

APPROVED

Retail clients

Filing as of Apr 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$654.3M

Above cohort median (national)

Discretionary AUM

$650.1M

Non-discretionary $4.2M

Clients

733

1,713 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Dec 4, 2024
Principal office: 201 SOUTH STATE ST., SUITE 1A, NEWTOWN, PA, 18940
Phone: 267-753-7065
Website: https://www.jwnova.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $654.3M
Discretionary AUM: $650.1M
Non-discretionary AUM: $4.2M
Discretionary accounts: 1,712
Non-discretionary accounts: 1
Total accounts: 1,713
AUM per client: $893K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$1.8M
High net worth individuals	140	$474.3M
Pension and profit sharing plans	6	$11.5M
State or municipal government entities	Fewer than 5	$12.1M
Individuals (other than high net worth individuals)	581	$154.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.