SESTANTE WEALTH MANAGEMENT, LLC
CRD #335152 SEC #801-132433 CORONADO, CA 619-268-6279
SEC Registered
Total AUM
$376.3M
Discretionary
$376.3M
Employees
4
Clients
0
Accounts
19
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, BENJAMIN, WILLIAM | I | CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| WHITE, DANIEL, JEROME | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER | NA | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| BENJAMIN & MEREDITH WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
| WHITE FAMILY TRUST | DE | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (1)
CA
Address
1330 ORANGE AVENUESUITE 250
CORONADO, CA 92118
United States
Phone: 619-268-6279