UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
DBA: STEEL TOWER INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $258.7M |
| Discretionary | $258.6M100% of AUM |
| Non-Discretionary | $97K |
| Client Accounts | 182 |
| Avg Account Size | $1.4M |
| Employees | 5 |
| Peak AUM | $300.7MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $259M | 14.0% | +55.2% | — | |
| Discretionary AUM | $259M | ||||
Key Metrics
| Total AUM | $258.7M |
| Discretionary | $258.6M |
| Employees | 5 |
| Client Accounts | 182 |
| Client Range | 26-50 |
Contact & Location
Address
444 LIBERTY AVENUE
PITTSBURGH PA 15222
Phone
412-586-2060
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$259M
100.0% of AUM
Non-Discretionary
$97,412
0.0% of AUM
Disc. mix ▲ 3.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyPension Consultant