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PNC Wealth Management

● SEC registered since 2003CRD 129052SEC# 801-66195Pittsburgh, PA
Export (members)
Reg. AUM
$30.27B
Employees
1,713
Accounts
164,103
Location
Pittsburgh, PA

PNC Wealth Management assets under management

PNC Wealth Management is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2003. It reports $30.3 billion in regulatory assets under management and employs 1,713 people.

PNC Wealth Management owners & executives

13 reported
NameTitleOwnershipSince
Jessica Mitchell ControlBoard Of ManagersUnder 5%2016
John Paul Holodinski ControlBoard Of ManagersUnder 5%2016
Kimberly Lynn Weidner ControlChief Risk Officer & Board Of ManagersUnder 5%2018
Leigh Chase Thompson ControlChief Legal OfficerUnder 5%2015
Margaret Mary Richardson ControlChief Operating Officer/Board Of ManagersUnder 5%2012
PNC Bank, National Association ControlParentOver 75%2003
Regis Resende Ramos ControlChief Financial Officer, Principal Financial Officer, FinopUnder 5%2021
Richard Robert Guerrini ControlPresident, Ceo, Board Of ManagersUnder 5%2012
Robert Wilson Santillo ControlBoard Of ManagersUnder 5%2013
Sean Flynn ControlChief Compliance Officer & Board Of ManagersUnder 5%2025
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Frequently asked questions

How much does PNC Wealth Management manage?

PNC Wealth Management reports $30.3 billion in regulatory assets under management on its Form ADV.

How many employees does PNC Wealth Management have?

PNC Wealth Management reports 1,713 employees.

Where is PNC Wealth Management located?

PNC Wealth Management is based in Pittsburgh, PA and has been SEC-registered since 2003.

Does PNC Wealth Management disclose fund performance?

PNC Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Fifth Avenue, 26th Floor, Pittsburgh, PA 15222-2722
Phone800-762-6111
Fax412-803-2980
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$30.27B▲ 14%
Mar '25 — $26.53BApr '25 — $26.53BMay '25 — $26.53BJun '25 — $26.53BJul '25 — $26.53BAug '25 — $26.53BSep '25 — $26.53BOct '25 — $26.53BNov '25 — $26.53BDec '25 — $26.53BJan '26 — $26.53BFeb '26 — $26.53BMar '26 — $30.27BApr '26 — $30.27BMay '26 — $30.27BJun '26 — $30.27BJul '26 — $30.27B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers

Assets under management

$30.27Bregulatory AUM
Discretionary $28.2BNon-discretionary $2.07B