SA Wealth Management LLC
● SEC registered since 2025CRD 335680SEC# 801-132680Huntington, NY
Reg. AUM
$369.4M
Employees
3
Accounts
609
Location
Huntington, NY
About SA Wealth Management
SA Wealth Management is associated with STEINBERGANNA Wealth Management, a financial services firm emphasizing trusted client and community relationships. It cites investment management experience and offers solutions aimed at helping clients reach goals.
Summary based on the firm’s website.
SA Wealth Management LLC assets under management
SA Wealth Management LLC is an SEC-registered investment adviser based in Huntington, NY. The firm has been registered since 2025. It reports $369.4 million in regulatory assets under management and employs 3 people.
SA Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Steinberg Control | Owner | 50-75% | 2025 |
| Kenneth Charles Anna Control | Owner | 50-75% | 2025 |
| Lauren Gail Gretchen | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does SA Wealth Management LLC manage?
SA Wealth Management LLC reports $369.4 million in regulatory assets under management on its Form ADV.
How many employees does SA Wealth Management LLC have?
SA Wealth Management LLC reports 3 employees.
Where is SA Wealth Management LLC located?
SA Wealth Management LLC is based in Huntington, NY and has been SEC-registered since 2025.
Does SA Wealth Management LLC disclose fund performance?
SA Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 76 New York Avenue, Suite 2, Huntington, NY 11743 |
| Phone | 631-271-6160 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$369.4M▲ 15%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$369.4Mregulatory AUM
Discretionary $342.2MNon-discretionary $27.2M