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PNC WEALTH MANAGEMENT

PITTSBURGH, PA · CRD 129052 · IAPD ↗ · 800-762-6111

$30.27BRegulatory AUM
825Advisory reps
1713Employees
0Clients
n/aPlanning clients
0Private funds
53States
23Disclosures
wealthSegment
ApprovedSEC status

Filing changes

77
April 2026 — PNC WEALTH MANAGEMENT grew from 818 to 825 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
December 2025 — PNC INVESTMENTS is now doing business as PNC WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
August 2025 — PNC INVESTMENTS's Item 11 disclosure-reporting entries rose by 1 (22 -> 23).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — PNC INVESTMENTS added office(s): 572 -> 610 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — PNC INVESTMENTS grew from 778 to 818 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — PNC INVESTMENTS's Item 11 disclosure-reporting entries rose by 4 (18 -> 22).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
June 2024 — PNC INVESTMENTS's Item 11 disclosure-reporting entries rose by 10 (8 -> 18).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.