Investment adviser · CRD 335680
STEINBERGANNA WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
SA WEALTH MANAGEMENT LLC
HUNTINGTON, NY, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $369M Form ADV · Item 5.F
- Client accounts
- 609 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 102 | $298,923,118 | 80.9% |
| Individuals | 152 | $43,286,395 | 11.7% |
| Retirement plans | 8 | $27,173,757 | 7.4% |
Filing source
Form ADV 2126130 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
76 NEW YORK AVENUE, SUITE 2HUNTINGTON, NY, 11743, United States
CRD 335680
Filing source
Form ADV 2126130 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.