RIA Intel›Advisers›Pennsylvania›PNC WEALTH MANAGEMENT

PNC WEALTH MANAGEMENT

Advisory

N·PITTSBURGH, PA

Data as of May 7, 2026 · Source: SEC Form ADV

Total AUM

$30.3B

1-Year AUM Growth

+10.5%

3-Year CAGR

+3.3%

Employees

825

Assets Under Management

Total AUM$30.3B

Discretionary AUM$28.2B

Non-Discretionary AUM$2.1B

Discretionary %93.2%

Total Clients157,536

Team

Total Employees825

Investment Advisers1,713

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record122

First FilingNov 13, 2003

Latest FilingMay 7, 2026

🔒 Full AUM trend chart and 122 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PNC WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.