Sa Wealth Management provides portfolio management for individuals and small businesses, insurance, and retirement plan services.
Sa Wealth Management reports 262 clients. They include 152 individual clients, 102 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 92.6% ($342M across 601 accounts) are managed with discretion; $27.2M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 12% |
| High-net-worth individuals | 39% | 81% |
| Pension and profit-sharing plans | 3% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $43.3M | 11.7% | $285K |
| High-net-worth individuals | 102 | $299M | 80.9% | $2.93M |
| Pension and profit-sharing plans | 8 | $27.2M | 7.4% | $3.4M |
| Total | 262 | $369M | 100% | $1.41M |
- Clients
- 152
- Regulatory AUM
- $43.3M
- AUM share
- 11.7%
- Avg. per client
- $285K
- Clients
- 102
- Regulatory AUM
- $299M
- AUM share
- 80.9%
- Avg. per client
- $2.93M
- Clients
- 8
- Regulatory AUM
- $27.2M
- AUM share
- 7.4%
- Avg. per client
- $3.4M
Total
- Clients
- 262
- Regulatory AUM
- $369M
- AUM share
- 100%
- Avg. per client
- $1.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Sa Wealth Management charges up to 1.75% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Estate and trust administrative assistance
- A fixed fee of $500 to $20,000, agreed with the client, for setting up estate and trust accounts; invoiced or deducted from assets under management.
Kenneth Anna owns 50% to 75% of Sa Wealth Management. The leadership team of Sa Wealth Management includes Chief Compliance Officer Lauren Gretchen. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 insurance agents
- Owns 50% to 75% of Sa Wealth Management LLC
Kenneth Anna
Control person · since March 2025
- Owns 50% to 75% of Sa Wealth Management LLC
Daniel Steinberg
Control person · since March 2025
Sa Wealth Management’s regulatory assets grew Infinity× from $0 (June 2025) to $369M (September 2026); employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $369M | 262 | 3 | 1 |
| Jun 2025June 2025 | $0 | 0 | 3 | 1 |
Besides its headquarters, Sa Wealth Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 76 New York Avenue, Suite 2, HuntingtonHQ
Other business names
Sa Wealth Management has reported 1 other business name to the SEC.
- Steinberganna Wealth Management
Contact and registration details
- Legal name
- Sa Wealth Management LLC
- Headquarters
- 76 New York Avenue, Suite 2, Huntington, NY 11743
- Website
- steinberganna.com
- Phone
- 631-271-6160
- SEC file
- 801-132680
- Structure
- New York LLC
- Fiscal year end
- December
Sa Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($374M). Sa Wealth Management has custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $374M100%
At year end, Sa Wealth Management’s separately managed accounts were mostly in funds (56%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $246M across 139 positions; the largest are iShares TR (17.6%), Invesco Qqq TR (11.5%) and State Str SPDR S&P 500 ETF T (10.3%).
What the accounts hold
- Stocks29%
- Funds56%
- Bonds9%
- State and local bonds5%
- U.S. government and agency bonds4%
- Cash2%
- Other4%
- Cmos4%
How many clients does Sa Wealth Management have?
Sa Wealth Management has 262 clients and manages $369 million for them, as of September 2026. They include 152 individual clients, 102 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Sa Wealth Management offer?
Sa Wealth Management provides portfolio management for individuals and small businesses, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sa Wealth Management charge?
Sa Wealth Management charges up to 1.75% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Sa Wealth Management use?
Sa Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $374M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Sa Wealth Management have?
Sa Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sa Wealth Management invest in?
At the end of its last fiscal year, Sa Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 5% state and local bonds, 4% U.S. government and agency bonds, 4% other and 2% cash and equivalents. The 4% other category is described as: Cmos.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sa Wealth Management?
Sa Wealth Management’s direct owners are Kenneth Anna (50% to 75%) and Daniel Steinberg (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Sa Wealth Management get paid?
Sa Wealth Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sa Wealth Management?
Sa Wealth Management’s main office is at 76 New York Avenue, Suite 2, Huntington, NY 11743. Its phone number is 631-271-6160. Its website is steinberganna.com.