Overview
Assets Under Management: $308 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Frequently Asked Questions
JW NOVA WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333595), JW NOVA WEALTH PARTNERS is subject to fiduciary duty under federal law.
JW NOVA WEALTH PARTNERS is headquartered in NEWTOWN, PA.
JW NOVA WEALTH PARTNERS serves 63 high-net-worth clients according to their SEC filing dated December 22, 2025. View client details ↓
According to their SEC Form ADV, JW NOVA WEALTH PARTNERS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JW NOVA WEALTH PARTNERS manages $308 million in client assets according to their SEC filing dated December 22, 2025.
According to their SEC Form ADV, JW NOVA WEALTH PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.41
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 569
Discretionary Accounts: 568
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 333595
Filing ID: 2016813
Last Filing Date: 2025-12-22 11:50:57
Website: 0