SESTANTE WEALTH MANAGEMENT, LLC
Doing business as SESTANTE FAMILY OFFICE. SEC Form ADV profile.
Total regulatory AUM
$433,884,051
Discretionary
$433,884,051
Non-discretionary
$0
Firm details
- CRD number
- 335152
- SEC file number
- 801-132433
- Main office
- CORONADO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.sestante.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.