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Daniel Jerome White

Chief Compliance Officer, Co-Founder, Managing PartnerSestante Wealth Management, LLCCRD 2950937

About Daniel Jerome White

Daniel Jerome White is listed as Chief Compliance Officer, Co-Founder, Managing Partner at Sestante Wealth Management, LLC in Coronado, CA. Form ADV reports a beneficial ownership band of Under 5%. Daniel Jerome White is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Sestante Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Jerome White work?

Daniel Jerome White is listed as Chief Compliance Officer, Co-Founder, Managing Partner at Sestante Wealth Management, LLC on SEC Form ADV.

How much of Sestante Wealth Management, LLC does Daniel Jerome White own?

Form ADV reports a beneficial ownership band of Under 5%.

Sestante Wealth Management, LLC

TitleChief Compliance Officer, Co-Founder, Managing Partner
OwnershipUnder 5%
Control personYes
Since2025

Sestante Wealth Management, LLC

TitleCo-Trustee
Ownership50-75%
Control personYes
Since2007