RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
Gretchen, Lauren, GailICHIEF COMPLIANCE OFFICERNA
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
ANNA, KENNETH, CHARLESIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control
STEINBERG, DANIELIOWNERD Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (10)

CA CT FL MA NC NH NJ NY SC TX

Address

76 NEW YORK AVENUE
SUITE 2
HUNTINGTON, NY 11743
United States
Phone: 631-271-6160