Up Strategic Wealth Investment Advisors LLC
UP Strategic Wealth Investment Advisors LLC, also operating as Steel Tower Investments, is an independent, fee-based registered investment adviser headquartered in Pittsburgh, Pennsylvania. Founded in 2011, the firm employs 5 professionals who specialize in providing comprehensive wealth management, investment advisory, family office, financial planning, tax and estate planning, and risk management services. Their client base includes individuals (including high-net-worth individuals) and institutions, such as insurance companies and corporations, mainly across the United States. The firm emphasizes boutique, expert-focused, cross-disciplinary solutions for managing complex wealth.
Investment Strategy
UP Strategic Wealth Investment Advisors LLC takes a cross-disciplinary approach integrating investment management, tax and estate planning, family office services, and risk management. The firm builds customized portfolios primarily for individuals and institutions, utilizing a $6 billion open architecture platform through affiliated partners. Emphasis is placed on diversified, long-term wealth management, proactive risk mitigation, and tax efficiency, with a tailored focus to address each client’s goals and financial landscape. Investment selections are diversified, often including ETFs, large-cap equities, and strategic asset allocations to maximize outcomes and preserve legacy wealth.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 18.75% | $24.1M | 421,867 | $49.53 | $57.01 | +$2.5M |
S SCHX | SCHWAB STRATEGIC TR | 12.29% | $15.8M | 644,696 | $20.67 | $24.44 | +$3.3M |
I IWB | ISHARES TR | 5.70% | $7.3M | 21,509 | $262.76 | $339.57 | +$706.1K |
N NVDA | NVIDIA CORPORATION | 5.27% | $6.8M | 42,748 | $75.90 | $157.99 | +$2.1M |
V VCRB | VANGUARD MALVERN FDS | 4.89% | $6.3M | 80,885 | $78.57 | $77.58 | +$446.6K |