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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sa Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sa Wealth Management charge?","answer":"Sa Wealth Management charges up to 1.75% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"STEINBERGANNA ADV PART 2A, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sa Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sa Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sa Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sa Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sa Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sa Wealth Management?","answer":"Sa Wealth Management’s main office is at 76 New York Avenue, Suite 2, Huntington, NY 11743. 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