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
| Title | Chief Compliance Officer, Co-Founder, Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sestante Wealth Management, LLC
| Title | Co-Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2007 |