Up Strategic Wealth Investment Advisors, LLC
● SEC registered since 2024CRD 166742SEC# 801-130392Pittsburgh, PA
Reg. AUM
$258.7M
Employees
5
Accounts
182
Location
Pittsburgh, PA
Up Strategic Wealth Investment Advisors, LLC assets under management
Up Strategic Wealth Investment Advisors, LLC operates as an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2024. It reports $258.7 million in regulatory assets under management and employs 5 people.
Up Strategic Wealth Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann Urish Control | Chief Compliance Officer | Under 5% | 2015 |
| Hbks Investments LLC Control | Owner | 10-25% | 2016 |
| Kenneth Lynn Urish Control | Member/Officer | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Up Strategic Wealth Investment Advisors, LLC manage?
Up Strategic Wealth Investment Advisors, LLC reports $258.7 million in regulatory assets under management on its Form ADV.
How many employees does Up Strategic Wealth Investment Advisors, LLC have?
Up Strategic Wealth Investment Advisors, LLC reports 5 employees.
Where is Up Strategic Wealth Investment Advisors, LLC located?
Up Strategic Wealth Investment Advisors, LLC is based in Pittsburgh, PA and has been SEC-registered since 2024.
Does Up Strategic Wealth Investment Advisors, LLC disclose fund performance?
Up Strategic Wealth Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 444 Liberty Avenue, Suite 1400, Pittsburgh, PA 15222 |
| Phone | 412-586-2060 |
| Fax | 412-391-0724 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.7M▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$258.7Mregulatory AUM
Discretionary $258.6MNon-discretionary $97K