Steinberganna Wealth Management LLC
Steinberganna Wealth Management LLC is an SEC-registered wealth manager in Huntington, NY with $496.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Steinberganna Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335680, SEC 801-132680, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $496.4M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Huntington, NY
- Employees
- 3
- Clients
- 267
- CRD
- 335680
- Ownership
- ANNA, KENNETH, CHARLES; STEINBERG, DANIEL; Gretchen, Lauren, Gail
How much AUM does Steinberganna Wealth Management LLC have?
Steinberganna Wealth Management LLC reported $496.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Steinberganna Wealth Management LLC?
Disclosed owners and executives of Steinberganna Wealth Management LLC include ANNA, KENNETH, CHARLES, STEINBERG, DANIEL, Gretchen, Lauren, Gail. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.