Overview
Assets Under Management: $321 million
Headquarters: HUNTINGTON, NY
High-Net-Worth Clients: 23
Average Client Assets: $11 million
Frequently Asked Questions
STEINBERGANNA WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335680), STEINBERGANNA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
STEINBERGANNA WEALTH MANAGEMENT LLC is headquartered in HUNTINGTON, NY.
STEINBERGANNA WEALTH MANAGEMENT LLC serves 23 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, STEINBERGANNA WEALTH MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
STEINBERGANNA WEALTH MANAGEMENT LLC manages $321 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, STEINBERGANNA WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.85
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 534
Discretionary Accounts: 527
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 335680
Filing ID: 2027414
Last Filing Date: 2025-12-05 14:53:09
Website: 0