UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
Legal name: STEEL TOWER INVESTMENTS
CRD #166742 SEC #801-130392 PITTSBURGH, PA 412-586-2060
SEC Registered
Total AUM
$300.7M
Discretionary
$290.7M
Employees
5
Clients
25
Accounts
233
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $300.7M | $290.7M | $10M | 5 | 1 |
| Aug 2024 | $115.6M | $115.6M | $0 | 5 | 0 |
| Jun 2024 | $115.6M | $115.6M | $0 | 5 | 0 |
| May 2024 | $115.6M | $115.6M | $0 | 5 | 0 |
| May 2024 | $115.6M | $115.6M | $0 | 5 | 0 |
DateMar 2025
Total AUM$300.7M
Discretionary$290.7M
Non-Disc.$10M
Employees5
Clients1
DateAug 2024
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients0