UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported a Form 13F information table total of $158.78 million in 98 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 2011649): holdings report, quarter ended 2026-03-31, filed 2026-05-12; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Propel Bio Management, LLC | United States | $0.159B | 38 |
| Objectivity Squared, LLC | United States | $0.159B | 55 |
| Retirement Wealth Solutions LLC | United States | $0.159B | 822 |
| 6th Street Advisors, LLC | United States | $0.159B | 59 |
| Blue Door Asset Management, LLC | United States | $0.159B | 18 |
| Oppenheimer & Close, LLC | United States | $0.159B | 56 |
| RIHO Partners, LLC | United States | $0.159B | 14 |
| JERICHO FINANCIAL, LLP | United States | $0.159B | 40 |
| 10Elms LLP | United States | $0.159B | 536 |
| Refined Wealth Management | United States | $0.158B | 50 |