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STEINBERGANNA WEALTH MANAGEMENT LLC
SA WEALTH MANAGEMENT LLC
CRD 335680 · SEC 801-132680
76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743, United States
Phone
631-271-6160
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$496.4M
Discretionary AUM
$469.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $43.3M |
| High net worth individuals | 107 | $425.9M |
| Pension/profit sharing plans | 8 | $27.2M |
States served
CA, MA, NJ, NY, NC, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD