PPrivate Fund Data Log in Join · $37/mo

Up Strategic Wealth Investment Advisors, LLC

● SEC registered since 2024CRD 166742SEC# 801-130392Pittsburgh, PA
Export (members)
Reg. AUM
$300.7M
Employees
5
Accounts
233
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 $300.7 million in regulatory assets under management and employs 5 people.
www.upswia.comView on SEC.gov ↗

Up Strategic Wealth Investment Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Elizabeth Ann Urish ControlChief Compliance OfficerUnder 5%2015
Hbks Investments LLC ControlOwner10-25%2016
Kenneth Lynn Urish ControlMember/OfficerUnder 5%2013
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Up Strategic Wealth Investment Advisors, LLC manage?

Up Strategic Wealth Investment Advisors, LLC reports $300.7 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

Address444 Liberty Avenue, Suite 1400, Pittsburgh, PA 15222
Phone412-586-2060
Fax412-391-0724
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$290.7M
Non-discretionary$10M
Total (RAUM)$300.7M