Joel Daniel Hergenreter
Chief Compliance OfficerSestante Wealth Management, LLCCRD 7390971
About Joel Daniel Hergenreter
Joel Daniel Hergenreter is listed as Chief Compliance Officer at Sestante Wealth Management, LLC in Coronado, CA. Form ADV reports a beneficial ownership band of Under 5%. Joel Daniel Hergenreter is associated with 4 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 Joel Daniel Hergenreter work?
Joel Daniel Hergenreter is listed as Chief Compliance Officer at Sestante Wealth Management, LLC on SEC Form ADV.
How much of Sestante Wealth Management, LLC does Joel Daniel Hergenreter own?
Form ADV reports a beneficial ownership band of Under 5%.
Sestante Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Bright Road Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
The Planning Project LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Northstar Financial Planners, Inc.
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |