SA WEALTH MANAGEMENT LLC

SA WEALTH MANAGEMENT LLC of HUNTINGTON, NY is an SEC-registered investment adviser (CRD 335680). Regulatory assets under management: $496.4M.

Registration

• CRD: 335680
• SEC file number: 801-132680
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335680 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search