Michael Carlucci
PW Nova Financial Services · Newtown, Pennsylvania
Michael Carlucci is a fee-only financial advisor at PW Nova Financial Services in Newtown, Pennsylvania. PW Nova Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | PW Nova Financial Services |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $654.3M across 1,713 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 2665833 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.jwnova.com |
How Michael's firm compares
- PW Nova Financial Services's average account is about $382,000, from its Form ADV (assets managed divided by 1,713 accounts).
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Questions about Michael
Is Michael Carlucci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and PW Nova Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, PW Nova Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Carlucci based?
Michael Carlucci is based in Newtown, Pennsylvania.
Is Michael Carlucci registered with the SEC?
Yes. Michael Carlucci is registered as an investment adviser representative in PA and TX (CRD 2665833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PW Nova Financial Services manage?
PW Nova Financial Services reports $654.3M across 1,713 accounts in assets under management.
How do I contact Michael Carlucci?
Through Michael's website, www.jwnova.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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