UP Strategic Wealth Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
UP Strategic Wealth Investment Advisors LLC
CRD #166742
SEC #801-130392
CIK #0002011649
AUM $115.6 MM (2024-08-28)
Employees 5 (80% Investors, 0% Brokers)
Phone412-586-2060
Address401 Liberty Avenue
Pittsburgh, PA 15222
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1209672482402009201420192025
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 ($MM)
705642281402023202320242025
AUM Breakdown Accounts AUM ($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
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
Terms | Privacy | Guide
tony@aum13f.com