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STEEL TOWER INVESTMENTS
UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742 · SEC 801-130392
444 LIBERTY AVENUE, SUITE 1400, PITTSBURGH, PA, 15222, United States
Phone
412-586-2060
Fax
412-391-0724
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.7M
Discretionary AUM
$258.6M
Team
5 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $7.9M |
| High net worth individuals | 18 | $212.1M |
| Charitable organizations | 1 | $236K |
| Insurance companies | 17 | $36.3M |
| Corporations/business entities | 6 | $2.0M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD