← Tributary

STEINBERGANNA WEALTH MANAGEMENT LLC

HUNTINGTON, NY · CRD 335680 · IAPD ↗ · steinberganna.com · 631-271-6160

$369.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — STEINBERGANNA WEALTH MANAGEMENT LLC reported RAUM down 26% ($496.4M -> $369.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
68
March 2026 — STEINBERGANNA WEALTH MANAGEMENT LLC reported RAUM up 55% ($320.9M -> $496.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2026 — STEINBERGANNA WEALTH MANAGEMENT LLC notice-filed in CA, NH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — STEINBERGANNA WEALTH MANAGEMENT LLC notice-filed in CT, FL, MA, NC, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — STEINBERGANNA WEALTH MANAGEMENT LLC (HUNTINGTON, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.