HUNTINGTON, NYCRD 335680Latest ADV February 9, 2026
Steinberganna Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntington, NY. Its latest Form ADV filing, dated February 9, 2026, reports $496M in regulatory assets under management, 3 employees, and 664 accounts.
Assets Under Management
$496M
Employees
3
Offices
--
Total Clients
267
Primary office
HUNTINGTON, NY
76 NEW YORK AVENUE, SUITE 2, HUNTINGTON, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
152
2
HNWI
40.1%
107
3
Pension Plans
3.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$496Mas of February 9, 2026
Discretionary94.5%
$469M
95% of total RAUM94.5%
Non-discretionary5.5%
$27M
5% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$496M
Total Accounts664
10Y AUM Change+$496M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.