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PNC WEALTH MANAGEMENT
CRD 129052File 801-66195
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$30.27B
Top 10% of cohort (national)
Discretionary AUM
$28.20B
Non-discretionary $2.07B
Clients
164,060
164,103 accounts
Employees
1,713
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 17, 2003
- Principal office
- 300 FIFTH AVENUE, 26TH FLOOR, PITTSBURGH, PA, 15222-2722
- Phone
- 800-762-6111
- Website
- HTTP://WWW.PNC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.27B
- Discretionary AUM
- $28.20B
- Non-discretionary AUM
- $2.07B
- Discretionary accounts
- 161,518
- Non-discretionary accounts
- 2,585
- Total accounts
- 164,103
- AUM per client
- $185K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 506 | $299.4M |
| Charitable organizations | 174 | $105.5M |
| High net worth individuals | 3,185 | $5.36B |
| Pension and profit sharing plans | 2,495 | $450.0M |
| Individuals (other than high net worth individuals) | 157,700 | $24.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 164,105 | 164,060 | decreased by45 |
| Apr 1, 2026 | Employees | 1,585 | 1,713 | increased by128 |
| Apr 1, 2026 | Clients | 157,536 | 164,105 | increased by6,569 |
| Apr 1, 2026 | AUM | $26,533,775,810 | $30,273,072,662 | increased by$3,739,296,852 |
| Apr 1, 2026 | Accounts | 157,533 | 164,103 | increased by6,570 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,516 | 1,585 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 150,140 | 157,536 | increased by7,396 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $26,424,820,270 | $26,533,775,810 | increased by$108,955,540 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 150,141 | 157,533 | increased by7,392 |
| Apr 1, 2022 | Employees | 1,279 | 1,516 | increased by237 |
| Apr 1, 2022 | Clients | 129,028 | 150,140 | increased by21,112 |
| Apr 1, 2022 | AUM | $21,657,293,847 | $26,424,820,270 | increased by$4,767,526,423 |
| Apr 1, 2022 | Accounts | 129,028 | 150,141 | increased by21,113 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PNC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PNC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.