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| Up Strategic Wealth Investment Advisors LLC
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|---|---|
| CRD # | 166742 |
| SEC # | 801-130392 |
| CIK # | 0002011649 |
| AUM | 258.7 M (2026-03-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 412-586-2060 |
| Address | 444 Liberty Avenue Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.9 | ||
| Apple Inc | 6.3 | ||
| Alphabet Inc | 4.7 | ||
| Microsoft Corp | 4.0 | ||
| Amazon Com Inc | 3.6 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Broadcom Inc | 1.7 | ||
| Wal Mart Stores Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 7.9 |
| (b) Individuals (high net worth individuals) | 18 | 212.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 17 | 36.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 258.7 |
| By Discretionary | ||
| Discretionary | 181 | 258.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 182 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 37.5 | |
| United States Persons | 221.2 | |
| Total | 182 | 258.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011649] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (25 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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