Steinberganna Wealth Management LLC
Firm details
- Headquarters
- Huntington, New York
- CRD number
- 335680
- Registered since
- May 1, 2025
- Website
- steinberganna.com
- 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 a privately owned limited liability company that provides advisory services to both individual/family clients and institutional investors. The firm focuses on portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, fixed, and performance-based fees. It is not positioned as a capital allocator and does not market itself as an active ESG investor. The adviser registered with the SEC in 2025 and is owned by an individual.
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
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