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
- HNWI80.92%
- Individuals11.72%
- Pension & Profit Sharing Plans7.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Steinberganna Wealth Management LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and provides portfolio management services primarily for individuals, families and small businesses, while also serving institutional clients. Its fee arrangements are flexible and include percentage-of-AUM fees, fixed fees and performance-based fees. The adviser does not characterize itself as an active ESG investor, and its activities are centered on direct portfolio management rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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