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| Keyboard |
| Sa Wealth Management LLC
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|---|---|
| CRD # | 335680 |
| SEC # | 801-132680 |
| CIK # | |
| AUM | 496.4 M (2026-02-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 631-271-6160 |
| Address | 76 New York Avenue Huntington, NY 11743 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 43.3 |
| (b) Individuals (high net worth individuals) | 107 | 425.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 27.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 664 | 496.4 |
| By Discretionary | ||
| Discretionary | 656 | 469.2 |
| Non-Discretionary | 8 | 27.2 |
| Total | 664 | 496.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.4 | |
| Total | 664 | 496.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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