P
$654.3M Total AUM
$650.1M Disc. AUM
-- 3Y CAGR
6 Employees
733 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 09-01-2024
- Office Locations
- 2
Office Locations
201 South State St. Suite 1A Newtown PA
-- Miami Beach FL
About PW Nova Financial Services LLC
PW Nova Financial Services LLC is a Newtown-based RIA with 2 offices. The firm has been operating for 1 years. Managing $654.3M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Trade-PMR. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
51 AVG AGE
$109.1M AVG AUM / ADVISOR
$892.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Matrix Signal ember Unison Matrix Beacon foundation Unison Focus
Client Personas
North vector Eagle Pathway fusion
Custodian
Bridge Alpha value Value Ridge Frontier Catalyst summit Harbor timber Alpha alpha North Capital vital Prime
Investment Themes
Alpha Harbor harbor Ember
Investment Vehicles
Oak
Platform
Oak atlas Atlas optima Beacon radial
Services
Capital vital Capital Matrix Capital Oak Meridian Optima alpha Meridian Summit foundation
Technology
Pathway
Owner & Executives
A
Ann Catherine Lovett
Chief Compliance Officer, Portfolio Manager
- CRD
- --
- Ownership
- Less than 5%
(441) 346-8628
alpha.zenith@focuscapital.com
in linkedin.com/in/ridge-crest
C
CHRISTOPHER MCNESBY
Chief Executive Officer, Partner
- CRD
- #4458026
- Ownership
- Less than 5%
(450) 659-4720
radial.delta@beaconcapital.com
in linkedin.com/in/signal-atlas
Z
Zenith ember
Foundation vertex
- CRD
- #31894
- Ownership
- 7.1%
(661) 440-6795
signal.pioneer@ridgecapital.com
in linkedin.com/in/ember-atlas
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL DAVID CARLUCCI
--
- CRD
- #2665833
(674) 228-6929
matrix.summit@vectorcapital.com
in linkedin.com/in/vertex-pioneer
K
KENNETH CHARLES CONIGLIO
--
- CRD
- #4423253
(574) 511-7459
foundation.zenith@pathwaycapital.com
in linkedin.com/in/vertex-harbor
W
Wave vector
Optima bridge
- CRD
- #72372
(407) 978-8069
focus.capital@primecapital.com
in linkedin.com/in/fusion-insight
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $650,103,582 | $379,733 |
| Non-Discretionary | $4,225,000 | $4,225,000 |
| Total | $654,328,582 | $381,978 |
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Separately Managed Accounts
Total SMA Asset: $654,328,582
Equity - Exchange:
15.1% Public Funds:
11.2% U.S. Government/Agency:
12.5% Cash:
12.9% Corporate - Investment Grade:
14.8% Municipal Bonds:
14.3% Other:
11.7% Derivatives:
7.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,118,883,744 | 15.1% |
| Public Funds | $829,900,525 | 11.2% |
| U.S. Government/Agency | $926,228,265 | 12.5% |
| Cash | $955,867,569 | 12.9% |
| Corporate - Investment Grade | $1,096,654,266 | 14.8% |
| Municipal Bonds | $1,059,605,135 | 14.3% |
| Other | $866,949,656 | 11.7% |
| Derivatives | $555,736,960 | 7.5% |
| Total | $7,409,826,120 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT TIMBER ALPHA | VITAL PIONEER | G6FDJXUFG | UANJJ | 12.17% | $2,461,304 |
| PRIME FOCUS | PRIME PIONEER | BKPET11YU | FNX | 3.00% | $24,659,383 |
| CATALYST SUMMIT QUANTUM | QUANTUM FOUNDATION | A3UC1QAIN | WQS | 7.21% | $27,485,212 |
| VERTEX LEGACY | ALPHA DELTA | 99143AMFN | TIHK | 2.67% | $90,618,511 |
| BEACON VECTOR EAGLE | MOMENTUM WAVE | IANFQOQBA | OMXK | 7.08% | $41,253,967 |
| GLACIER SIGNAL VECTOR | SIGNAL QUANTUM | VBLJPZX4O | ELC | 9.03% | $8,184,812 |
| EMBER PATHWAY | GLACIER FUSION | 8J5PQDKTD | QJOA | 10.79% | $72,352,269 |
| SUMMIT DELTA MOMENTUM | RIDGE OPTIMA | N0B4VM28M | JJZMO | 4.81% | $108,043,594 |