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PW Nova Financial Services LLC

Updated today

Client AUM

$628,966,276

Clients

721

Advisors

6

across 2 offices

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

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Fee options

Percentage

Not to exceed 2.00% annually; fees are negotiable

Main office

See office

201 South State St., Suite 1 A

Newtown PA 18940

Advisors at this office

5

Most active in

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

Also doing business as

Cmc Wealth Partners · Jw Nova Wealth Partners · Pw Nova Financial Services · Pw Nova Financial Services LLC · Pwa Financial

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 experience in financial advisory roles. He is currently with PW Nova Financial Services LLC and has previously worked at CMC Wealth Partners, Private Client Services, and Valley Financial Group among others. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of analytical methods to construct portfolios and offers both discretionary and non-discretionary management, including a sponsored wrap fee program.

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 Jr. is a CFP® professional with seven years of industry experience currently serving at PW Nova Financial Services LLC. His prior roles include positions at Presilium Private Wealth LLC, Raymond James Financial Services, and Merrill Lynch. Outside of financial advising, he is a managing member of 215 Rehab Enterprises, a real estate rehabilitation business. PW Nova Financial Services LLC provides comprehensive wealth management, pension consulting, and financial planning services to individuals, high-net-worth clients, and institutional pension and municipal entities. The firm employs a variety of analytical methods to construct diversified portfolios and operates a wrap fee program that integrates management and transaction 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 CFP® professional at PW Nova Financial Services LLC with 20 years of experience in the financial industry. His prior roles include positions at JW Nova Wealth Partners and Wells Fargo Advisors. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm employs a multi-advisor team approach and uses a variety of analytical methods to construct diversified portfolios that may include complex investment strategies.

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

Michael Carlucci is a financial advisor with PW Nova Financial Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services in 2026. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, and institutional plans, including pension and profit-sharing plans as well as government entities. The firm employs a team approach, using a range of analytical methods to construct diversified portfolios that may include mutual funds, fixed income, alternative investments, and more complex strategies, while also serving as a wrap fee program sponsor.

Options & derivatives strategies Real estate investing Annuities Wealth management
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