SA WEALTH MANAGEMENT LLC
DBA: STEINBERGANNA WEALTH MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $496.4M |
| Discretionary | $469.2M95% of AUM |
| Non-Discretionary | $27.2M |
| Client Accounts | 664 |
| Avg Account Size | $748K |
| Employees | 3 |
| Peak AUM | $496.4MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $496M | — | — | — | |
| Discretionary AUM | $469M | — | |||
Key Metrics
| Total AUM | $496.4M |
| Discretionary | $469.2M |
| Employees | 3 |
| Client Accounts | 664 |
Contact & Location
Address
76 NEW YORK AVENUE
HUNTINGTON NY 11743
Phone
631-271-6160
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$469M
94.5% of AUM
Non-Discretionary
$27M
5.5% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser