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Joshua Johnson

PNC Wealth Management
7 Years of Experience
Leander, TX
1 DisclosureBroker
View SEC Summary
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Joshua Johnson is a registered investment advisor at PNC Wealth Management, based in Leander, TX, with 7 years of industry experience. Joshua 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

201 North Highway 183, Leander, TX, 78641

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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.
Employment Separation After Allegations
July 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
September 2025 - Present · 1 yr 1 mo
PNC Wealth Management LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Charles Schwab & CO., INC.
December 2021 - August 2025 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
December 2021 - August 2025 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2020 - December 2021 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2019 - December 2021 · 2 yrs 1 mo
AXA Advisors, LLCBroker
May 2019 - October 2019 · 5 mos
State Registrations1 state
TX
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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