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ALLEGHENY INVESTMENTS

PITTSBURGH, PA · CRD 7597 · IAPD ↗ · 412-367-3880

$742.1MRegulatory AUM
14Advisory reps
21Employees
5Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ALLEGHENY INVESTMENTS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — ALLEGHENY INVESTMENTS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ALLEGHENY INVESTMENTS shrank from 49 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2025 — ALLEGHENY INVESTMENTS, LTD. is now doing business as ALLEGHENY INVESTMENTS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
April 2024 — ALLEGHENY INVESTMENTS, LTD. notice-filed in MI, MO, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — ALLEGHENY INVESTMENTS, LTD. shrank from 55 to 49 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.