SESTANTE WEALTH MANAGEMENT, LLC of CORONADO, CA is an SEC-registered investment adviser (CRD 335152). Regulatory assets under management: $433.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel Jerome White | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, MANAGING PARTNER; CO-TRUSTEE | — |
| Benjamin William White | CO-FOUNDER, MANAGING PARTNER; CO-TRUSTEE | — |
| Lora Marie White | CO-TRUSTEE | — |
| Meredith Evanco White | CO-TRUSTEE | — |