← Directory
PNC WEALTH MANAGEMENT
CRD 129052File 801-66195
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 164105 | 164060 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.