| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin & Meredith White Family Trust Control | Managing Member | 50-75% | 2025 |
| Benjamin William White Control | Co-Founder, Managing Partner | Under 5% | 2025 |
| Daniel Jerome White Control | Chief Compliance Officer, Co-Founder, Managing Partner | Under 5% | 2025 |
Sestante Wealth Management, LLC reports $376.3 million in regulatory assets under management on its Form ADV.
Sestante Wealth Management, LLC reports 4 employees.
Sestante Wealth Management, LLC is based in Coronado, CA and has been SEC-registered since 2025.
Sestante Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1330 Orange Avenue, Suite 250, Coronado, CA 92118 |
| Phone | 619-268-6279 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $376.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $376.3M |