Steinberganna Wealth Management LLC
Firm details
- Headquarters
- Huntington, New York
- CRD number
- 335680
- Registered since
- May 1, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI85.8%
- Individuals8.72%
- Pension & Profit Sharing Plans5.47%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Steinberganna Wealth Management LLC is an SEC-registered limited liability company that positions itself as a boutique advisory firm serving individuals, families and institutional clients. Registered in 2025, the firm is owned by an individual and focuses on portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM fees, fixed fees and the option for performance-based fees. The firm does not identify as an ESG investor, is not registered as a multi-state adviser and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities29%
- State & Local Bonds5%
- US Government Bonds4%
- Other4%
Owners & executives
1 of 1
Lauren Gretchen
Chief Compliance OfficerCRD 2690894
Contacts
2 of 2
Daniel Steinberg
Partner and Co-FounderCRD 2204533
Kenneth Anna
Partner and Co-FounderCRD 2204605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$171M in ETFs
93%
$159M
4%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $43.3M | 263,439 | 25.29% |
Location
Huntington, NY
Suffolk
Location
Huntington, NY
Headquartered in Huntington, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 76 New York Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Eagle's Crest Advisors, LLC
RIAHuntington, NY
N Financial Plans
RIAHuntington, NY
Safe Harbor Asset Management, Inc.
RIAHuntington, NY
Riposte Capital LLC
RIANew York, NY
Legeis Capital Advisors, LLC
RIAGreat Neck, NY
Lincolnshire Management, Inc.
RIANew York, NY