Investment adviser · CRD 166742
STEEL TOWER INVESTMENTS
Investment adviser filing (IA)
UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
PITTSBURGH, PA, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $259M Form ADV · Item 5.F
- Client accounts
- 182 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $212,139,394 | 82.0% |
| Insurance companies | 17 | $36,293,149 | 14.0% |
| Individuals | 26 | $7,934,925 | 3.1% |
| Corporations & businesses | 6 | $2,047,182 | 0.8% |
| Charities | Fewer than 5 | $235,775 | 0.1% |
Filing source
Form ADV 2064256 · Mar 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
444 LIBERTY AVENUE, SUITE 1400PITTSBURGH, PA, 15222, United States
CRD 166742
Filing source
Form ADV 2064256 · Mar 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.