# PW NOVA FINANCIAL SERVICES LLC

PW NOVA FINANCIAL SERVICES LLC of NEWTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 333595
- Type: SEC-registered investment adviser
- SEC file number: 801-131527
- Location: 201 SOUTH STATE ST., SUITE 1A, NEWTOWN, PA, 18940
- Phone: 267-753-7065
- Latest filing: 2026-04-17
- Regulatory AUM: $654.3M
- Discretionary AUM: $650.1M
- Non-discretionary AUM: $4.2M
- Clients: 6
- Accounts: 1,713

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Ann Catherine Lovett | CHIEF COMPLIANCE OFFICER | — |
| John Kenneth Whitehead | CEO; MANAGING MEMBER | — |
| Christopher Mcnesby | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| WHITEHEAD JOHN KENNETH | CEO; MANAGING MEMBER | — |
| Lovett Ann Catherine | CHIEF COMPLIANCE OFFICER | — |
| MCNESBY CHRISTOPHER | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333595/similar
- Related entities: https://search.stillhousedata.com/firm/333595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333595

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.