Steinberganna Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$469,191,176
Clients
259
Advisors
2
of 3 employees
About
Steinberganna Wealth Management (doing business as SA Wealth Management LLC) advises individuals, families, business entities and retirement plans, offering discretionary portfolio management as well as retirement-plan participant education and estate and trust administrative assistance. The firm also provides non‑discretionary advice in limited cases and may engage third‑party managers to implement portions of client portfolios.
The firm typically manages client accounts on a discretionary basis under a limited power of attorney, tailoring asset allocations through client dialogue and fundamental, publicly available research across ETFs, mutual funds, individual stocks and bonds. Steinberganna monitors third‑party managers it selects, conducts periodic and at‑least‑annual reviews, and primarily uses Schwab for custody while retaining the ability to utilize other brokers when appropriate.
What distinguishes Steinberganna among similar small teams is its scale and its business relationships: it manages roughly $496 million in client assets with a two‑advisor team, and maintains contractual and affiliated relationships with other investment entities. The firm also receives performance‑related and revenue‑sharing compensation through an arrangement with ValueWorks LLC and its professionals may transact insurance business for commissions—conflicts the firm discloses in its Form ADV and addresses through written disclosures and its Code of Ethics.
Client services
Expertise
Fee options
Fixed fees from $500 to $20,000 for asset management services and estate/trust administrative assistance
$0+: 0.00% to 1.75% annually for asset management fees, negotiable based on account size and other factors $0+: 0.15% to 1.50% annually for retirement plan assets
Receives 50% of management and incentive fees from ValueWorks LLC investments for clients invested therein
Minimum fee: $500 to $20,000 fixed fee for asset management services and estate/trust administrative assistance, determined case-by-case
Main office
76 New York Avenue, Suite 2
Huntington NY 11743
Advisors at this office
2
Most active in
California · Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · South Carolina · Texas
Also doing business as
Sa Wealth Management LLC · Steinberganna Wealth Management · Steinberganna Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel S
Series 63, Series 65
Huntington, NY
Steinberganna Wealth Management LLC
Daniel Steinberg is a financial advisor at Steinberganna Wealth Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Osaic Wealth, Inc. and American Portfolios. Steinberg is a 50% owner of Steinberg Anna Wealth Management Corp., a fixed insurance sales business unrelated to securities, and serves as a trustee for the Frederica Steinberg Trust. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans through discretionary portfolio management, retirement-plan participant education, and estate and trust administrative assistance. The firm manages approximately $496 million in client assets with a two-advisor team and employs both in-house management and third-party managers, primarily using Schwab for custody.
Kenneth A
Series 63, Series 65
Huntington, NY
Steinberganna Wealth Management LLC
Kenneth Anna is a financial advisor with Steinberganna Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Steinberganna in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he serves as a volunteer EMT and officer with the Halesite Fire Department and is a board member of the Carleigh Mac Foundation. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans, offering discretionary portfolio management alongside retirement-plan education and estate and trust services. The firm manages approximately $496 million in client assets with a two-advisor team, utilizing fundamental research and third-party managers to tailor client portfolios.
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