PNC Wealth Management

Overview

PNC Wealth Management is organized as an LLC and operates as a bank-affiliated broker-dealer with insurance brokerage capabilities. The firm provides fee-based portfolio management for individuals, small businesses, and institutional clients, and frequently selects third-party advisers to implement client strategies. It reports a percentage-of-AUM fee model and identifies individual & family and institutional clients as its primary constituencies. The firm was SEC-registered in 2003 and flags itself as an active ESG investor. PNC Wealth Management’s activities extend beyond advisory mandates: it engages in brokerage and insurance distribution, and its industry affiliations include banking, trust, and sponsor/manager roles for pooled investment vehicles. The combination of advisory services and broker-dealer distribution suggests a hybrid model that blends discretionary portfolio management with access to external managers and product shelf solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices