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UP Strategic Wealth Investment Advisors LLC
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CRD # | 166742 |
SEC # | 801-130392 |
CIK # | 0002011649 |
AUM | $115.6 MM (2024-08-28) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 412-586-2060 |
Address | 401 Liberty Avenue Pittsburgh, PA 15222 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 3.4 | |
AAPL | 2,382,844.0 | 2.9 | |
MSFT | 1,918,222.4 | 2.0 | |
AMZN | 1,092,997.8 | 1.3 | |
GOOGL | 1,475,138.5 | 1.2 | |
UNH | 477,004.0 | 1.1 | |
COST | 207,576.9 | 1.0 | |
MA | 309,583.1 | 0.8 | |
HD | 277,648.0 | 0.8 | |
JPM | 340,169.2 | 0.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 12 | 3.7 |
(b) Individuals (high net worth individuals) | 14 | 77.6 |
(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 | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 13 | 32.6 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 1.7 |
(n) Other | 0 | 0.0 |
Total | 122 | 115.6 |
By Discretionary | ||
Discretionary | 122 | 115.6 |
Non-Discretionary | 0 | 0.0 |
Total | 122 | 115.6 |
By Non-United States Persons | ||
Non-United States Persons | 35.4 | |
United States Persons | 80.3 | |
Total | 122 | 115.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002011649] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hidden Hills Wealth LLC
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|
CA | 0.1 |
Bourke Wealth Management
✚
|
CA | 0.1 |
Equity Advisors of Kentucky Inc
✚
|
KY | 0.1 |
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
Avocet Capital Management LLC
✚
|
IL | 0.1 |
JOSS Brown Wealth Advisors Group LLC
✚
|
VA | 0.1 |
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
Cedar Spring Advisors LLC
✚
|
PA | 0.1 |
Flatrock Wealth Partners LLC
✚
|
CA | 0.1 |