| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Steinberg Control | Owner | 50-75% | 2025 |
| Kenneth Charles Anna Control | Owner | 50-75% | 2025 |
| Lauren Gail Gretchen | Chief Compliance Officer | Under 5% | 2025 |
SA Wealth Management LLC reports 3 employees.
SA Wealth Management LLC is based in Huntington, NY and has been SEC-registered since 2025.
SA Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 76 New York Avenue, Suite 2, Huntington, NY 11743 |
| Phone | 631-271-6160 |
| Office hours | 5-Sep |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |