STEEL TOWER INVESTMENTS

Legal name: UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

CRD 166742File 801-130392

APPROVED

Retail clients

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$258.7M

Below cohort median (national)

Discretionary AUM

$258.6M

Non-discretionary $97K

Clients

182 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 18, 2024
Principal office: 444 LIBERTY AVENUE, SUITE 1400, PITTSBURGH, PA, 15222
Phone: 412-586-2060
Website: HTTP://WWW.UPSWIA.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $258.7M
Discretionary AUM: $258.6M
Non-discretionary AUM: $97K
Discretionary accounts: 181
Non-discretionary accounts: 1
Total accounts: 182
AUM per client: $3.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$2.0M
Insurance companies	17	$36.3M
Charitable organizations	Fewer than 5	$236K
High net worth individuals	18	$212.1M
Individuals (other than high net worth individuals)	26	$7.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.