SA WEALTH MANAGEMENT LLC
Doing business as STEINBERGANNA WEALTH MANAGEMENT LLC. SEC Form ADV profile.
Total regulatory AUM
$369,383,270
Discretionary
$342,209,513
Non-discretionary
$27,173,757
Firm details
- CRD number
- 335680
- SEC file number
- 801-132680
- Main office
- HUNTINGTON, NY, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.steinberganna.com/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.