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PW Nova Financial Services LLC

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Client assets under management

$628,966,276

Clients

721

19% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

120

Very High

Average account size

$872,353

About

PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and state or municipal government entities. The firm offers both discretionary and non-discretionary portfolio management and may engage third‑party investment advisers to manage all or portions of client assets.

The firm documents client objectives in written Investment Policy Statements and uses a blend of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — to construct portfolios. Portfolio holdings can include mutual funds, fixed income, ETFs, real estate funds/REITs, private placements, venture capital, and more complex strategies such as options and short sales, and the firm operates a sponsored wrap fee program to bundle management and transaction services.

Noteworthy aspects include its ownership structure (50% owned by CMC Wealth Partners, Inc. and 50% by Sebvivi Enterprises, Inc.), an affiliation that is less common among peer teams, and its active role as a wrap fee program sponsor while expressly serving pension and municipal clients. The firm manages roughly $654 million in client assets, employs a multi-advisor team, charges asset-based fees collected in advance, and reports no account minimum.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing Annuities Wealth management

Fee options

Percentage

Not to exceed 2.00% annually; fees are negotiable

Main office location

PW Nova Financial Services LLC

201 South State St., Suite 1 A

Newtown PA 18940, United States

Number of offices

1

Most active in

Arizona · Delaware · Florida · Illinois · Maryland · Massachusetts · New Jersey · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher M

CFP®, Series 66

Newtown, PA

PW Nova Financial Services LLC

Christopher Mcnesby is a CFP® with 24 years of industry experience, currently serving as a financial advisor at JW Nova Wealth Partners. His prior experience includes roles at Wells Fargo Advisors and Valley Financial Group. JW Nova Wealth Partners manages approximately $308 million for a diverse client base including high-net-worth individuals, pension plans, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client goals.

Options & derivatives strategies Real estate investing Annuities Wealth management
user avatar

Brian H

CFP®, Series 66

Newtown, PA

PW Nova Financial Services LLC

Brian Henrysen is a CFP® professional with six years of industry experience, currently affiliated with JW Nova Wealth Partners. His prior roles include positions at Raymond James Financial Services and Presilium Private Wealth LLC. Outside of his advisory work, he is a managing member of a real estate rehabilitation business. JW Nova Wealth Partners manages approximately $308 million for a diverse client base that includes individuals, pension plans, charitable organizations, and government entities. The firm utilizes a variety of investment strategies and analytical methods, offering wrap-fee wealth management and pension consulting services.

Options & derivatives strategies Real estate investing Annuities Wealth management
user avatar

John W

Series 63, Series 65

Miami Beach, FL

PW Nova Financial Services LLC

John Whitehead is a financial advisor at JW Nova Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He also has experience running Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm manages approximately $308 million using a range of analytical methods and investment strategies, offering wrap-fee wealth management, pension consulting, and financial planning services.

Options & derivatives strategies Real estate investing Annuities Wealth management
user avatar

Michael S

CFP®, Series 66

Newtown, PA

PW Nova Financial Services LLC

Michael Smith is a financial advisor at JW Nova Wealth Partners with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors and Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, corporations, and government entities. The firm manages approximately $308 million and offers wealth management, pension consulting, financial planning, and third-party adviser referrals, utilizing a range of investment strategies documented through formal Investment Policy Statements.

Options & derivatives strategies Real estate investing Annuities Wealth management
user avatar

Kenneth C

Series 66

Newtown, PA

PW Nova Financial Services LLC

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.

Options & derivatives strategies Real estate investing Annuities Wealth management
user avatar

Michael C

Series 63, Series 65

Newtown, PA

PW Nova Financial Services LLC

Options & derivatives strategies Real estate investing Annuities Wealth management
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