# SA WEALTH MANAGEMENT LLC

SA WEALTH MANAGEMENT LLC of HUNTINGTON, NY is an SEC-registered investment adviser.

## Registration

- CRD: 335680
- Type: SEC-registered investment adviser
- SEC file number: 801-132680
- Location: 76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, 11743
- Phone: 631-271-6160
- Latest filing: 2026-02-09
- Regulatory AUM: $496.4M
- Discretionary AUM: $469.2M
- Non-discretionary AUM: $27.2M
- Clients: 3
- Accounts: 664

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Steinberg | OWNER | Austin, TX |
| Lauren Gail Gretchen | CHIEF COMPLIANCE OFFICER | — |
| Kenneth Charles Anna | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335680/similar
- Related entities: https://search.stillhousedata.com/firm/335680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.