Benjamin & Meredith White Family Trust is listed as Managing Member at Sestante Wealth Management, LLC in Coronado, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Sestante Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Benjamin & Meredith White Family Trust work?
Benjamin & Meredith White Family Trust is listed as Managing Member at Sestante Wealth Management, LLC on SEC Form ADV.
How much of Sestante Wealth Management, LLC does Benjamin & Meredith White Family Trust own?
Form ADV reports a beneficial ownership band of 50-75%.