SA WEALTH MANAGEMENT LLC
Legal name: STEINBERGANNA WEALTH MANAGEMENT LLC
CRD #335680 SEC #801-132680 HUNTINGTON, NY 631-271-6160
SEC Registered
Total AUM
$320.9M
Discretionary
$298M
Employees
3
Clients
--
Accounts
534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $320.9M | $298M | $22.9M | 3 | 0 |
| Sep 2025 | $320.9M | $298M | $22.9M | 3 | 0 |
| Jun 2025 | $0 | $0 | $0 | 3 | 0 |
| Jun 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$320.9M
Discretionary$298M
Non-Disc.$22.9M
Employees3
Clients0
DateSep 2025
Total AUM$320.9M
Discretionary$298M
Non-Disc.$22.9M
Employees3
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0