← Tributary

PW NOVA FINANCIAL SERVICES LLC

NEWTOWN, PA · CRD 333595 · IAPD ↗ · jwnova.com · 267-753-7065

$654.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — JW NOVA WEALTH PARTNERS is now doing business as PW NOVA FINANCIAL SERVICES LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — PW NOVA FINANCIAL SERVICES LLC crossed $500M in regulatory AUM ($307.9M -> $654.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — PW NOVA FINANCIAL SERVICES LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
January 2026 — JW NOVA WEALTH PARTNERS notice-filed in AZ, MA, MD, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
January 2026 — JW NOVA WEALTH PARTNERS reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2025 — JW NOVA WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
46
March 2025 — JW NOVA WEALTH PARTNERS notice-filed in DE, IL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — JW NOVA WEALTH PARTNERS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2025 — JW NOVA WEALTH PARTNERS (NEWTOWN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.