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Zakir Odhwani

PNC Wealth Management
23 Years of Experience
Coral Gables, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Zakir Odhwani is a registered investment advisor at PNC Wealth Management, based in Coral Gables, FL, with 23 years of industry experience. Zakir is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2811 Ponce De Leon Blvd, Suite 800, Coral Gables, FL, 33134

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
March 2026 - Present · 7 mos
PNC Wealth Management LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - July 2025 · 15 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2025 · 15 yrs 9 mos
Banc of America Investment Services, INC.
May 2003 - October 2009 · 6 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2002 - October 2009 · 7 yrs
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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