Sestante Wealth Management, LLC
● SEC registered since 2025CRD 335152SEC# 801-132433Coronado, CA
Reg. AUM
$433.9M
Employees
4
Accounts
16
Location
Coronado, CA
Sestante Wealth Management, LLC assets under management
Sestante Wealth Management, LLC is an SEC-registered investment adviser based in Coronado, CA. The firm has been registered since 2025. It reports $433.9 million in regulatory assets under management and employs 4 people.
Sestante Wealth Management, LLC owners & executives
8 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Sestante Wealth Management, LLC manage?
Sestante Wealth Management, LLC reports $433.9 million in regulatory assets under management on its Form ADV.
How many employees does Sestante Wealth Management, LLC have?
Sestante Wealth Management, LLC reports 4 employees.
Where is Sestante Wealth Management, LLC located?
Sestante Wealth Management, LLC is based in Coronado, CA and has been SEC-registered since 2025.
Does Sestante Wealth Management, LLC disclose fund performance?
Sestante Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$433.9M▲ 15%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$433.9Mregulatory AUM
Discretionary $433.9M