# SESTANTE WEALTH MANAGEMENT, LLC

SESTANTE WEALTH MANAGEMENT, LLC of CORONADO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335152
- Type: SEC-registered investment adviser
- SEC file number: 801-132433
- Location: 1330 ORANGE AVENUE, SUITE 250, CORONADO, CA, 92118
- Phone: 619-268-6279
- Latest filing: 2026-04-22
- Regulatory AUM: $433.9M
- Discretionary AUM: $433.9M
- Clients: 4
- Accounts: 16

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335152/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335152/similar
- Related entities: https://search.stillhousedata.com/firm/335152/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335152

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.