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Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-11 |
Branch Locations
River Falls, WI • United States
200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Oakdale | MN | 10/2014 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 09/2018 | 03/2022 |
| Unemployed | Cottage Grove | MN | 02/2018 | 09/2018 |
| Westpark Capital, Inc. | Los Angeles | CA | 12/2022 | 06/2025 |
| Menard's | Detroit Lakes | MN | 11/2022 | 01/2023 |
| Unemployed | Cottage Grove | MN | 03/2022 | 11/2022 |
| Pnc Wealth Management | River Falls | WI | 12/2025 | Present |
| Unemployed | River Falls | WI | 07/2025 | 12/2025 |
08/13/2025 / Cashier / Devine Liquors, LLC / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-24 |
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