# Steinberganna Wealth Management LLC

> Steinberganna Wealth Management LLC is an SEC-registered investment advisory firm in Huntington, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 335680
- Filed as: STEINBERGANNA WEALTH MANAGEMENT LLC
- Legal name: SA Wealth Management LLC
- Also doing business as: STEINBERGANNA WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntington, NY
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335680
- AdvisorCensus page: https://advisorcensus.com/firm/steinberganna-wealth-management-llc-huntington-ny-335680

## Quick answers

**How is Steinberganna Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Steinberganna Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Steinberganna Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Flat fee: $500 to $20,000 (asset management services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Steinberganna Wealth Management LLC located?**
Steinberganna Wealth Management LLC's principal office is in Huntington, NY, according to its Form ADV.

**Is Steinberganna Wealth Management LLC registered with the SEC or a state?**
Steinberganna Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335680.

**How much does Steinberganna Wealth Management LLC manage?**
Steinberganna Wealth Management LLC reports $369,383,270 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (93% discretionary).

**How have Steinberganna Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Steinberganna Wealth Management LLC: Regulatory assets under management: $0 in the October 2025 data and $369,383,270 in the October 2026 data. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Steinberganna Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (102); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Steinberganna Wealth Management LLC use?**
Steinberganna Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Steinberganna Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335680

**Does Steinberganna Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "Clients advised include individuals, families , business entities and retirement plans . STEINBERGANNA does not have an account minimum."

**What changed in Steinberganna Wealth Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $496,364,933 to $369,383,270 (-26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> Clients advised include individuals, families , business entities and retirement plans . STEINBERGANNA does not have an account minimum.

- Flat fee: $500 to $20,000 (asset management services)

> On a limited basis, STEINBERGANNA will charge a fixed fee for asset management services ranging from $500 to $ 20,000 as determined in the sole discretion of STEINBERGANNA and mutually agreed upon with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $369,383,270
- Discretionary: $342,209,513
- Non-discretionary: $27,173,757

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $43,286,395 |
| High net worth individuals | 102 | $298,923,118 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $27,173,757 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NC, NH, NJ, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [steinberganna.com](https://steinberganna.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | June 18, 2025 |
| October 2026 | $369,383,270 | 3 | September 21, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $369,383,270 in the October 2026 data.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $496,364,933 to $369,383,270 (-26%).

### March 2026
- Regulatory assets under management went from $320,912,830 to $496,364,933 (+55%).

### January 2026
- Registered or notice-filed in CA, NH, SC.

### December 2025
- Regulatory assets under management went from $0 to $320,912,830.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steinberganna Wealth Management LLC (CRD 335680): Form ADV filing data as of October 2026.