Xpyria Investment Advisors Inc

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Assets, Funds, Holdings

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Xpyria Investment Advisors Inc
CRD #106438
SEC #801-37555
CIK #
AUM $823.3 MM (2024-03-29)
Employees 11 (73% Investors, 0% Brokers)
Phone412-232-3310
AddressTwo Gateway Center, Suite 1850
Pittsburgh, PA 15222
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
100080060040020002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 193 72.6
(b) Individuals (high net worth individuals) 137 435.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 17 230.9
(h) Charitable organizations 6 43.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 17 40.7
(n) Other 0 0.0
Total 1,007 823.3
By Discretionary
Discretionary 1,007 823.3
Non-Discretionary 0 0.0
Total 1,007 823.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 823.3
Total 1,007 823.3
Comparable Firms State AUM ($BB)
Ironsides Asset Advisors LLC
NC 0.8
HH Capital Management Inc
CA 0.8
Peak Asset Management LLC
CO 0.8
LWMG LLC
MN 0.8
Ameliora Wealth Management Ltd
0.8
A16Z Perennial Management LP
CA 0.8
NTV Asset Management LLC
WV 0.8
Cypress Wealth Services LLC
CA 0.8
Jackson Wealth Management LLC
FL 0.8
Sanders Morris LLC
TX 0.8
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