{"url":"https://nivawealth.com/firms/sestante-wealth-management-335152","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/335152","regulatoryAum":433884051,"crd":"335152","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6487515","suffix":null,"lastName":"WHITE","firstName":"BENJAMIN","middleName":"WILLIAM"},{"crd":"2950937","suffix":null,"lastName":"WHITE","firstName":"DANIEL","middleName":"JEROME"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-25","regulatoryAum":0,"clients":0,"employees":4,"offices":1},{"filedOn":"2026-08-19","regulatoryAum":433884051,"clients":16,"employees":4,"offices":1}],"secFileNumber":"801-132433","legalName":"Sestante Wealth Management, LLC","displayName":"Sestante Wealth Management","slug":"sestante-wealth-management-335152","website":"https://sestante.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1330 Orange Avenue, Suite 250","city":"Coronado","state":"CA","stateName":"California","country":"United States","postalCode":"92118"},"tradeNames":[],"registration":{"secApproved":"28 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":30755154.92857143,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":433884051,"discretionary":433884051,"discretionaryAccounts":16,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5,"regulatoryAum":4912450},{"label":"High-net-worth individuals","clients":9,"regulatoryAum":425659719},{"label":"Corporations and other businesses","clients":2,"regulatoryAum":3311882}],"feePrograms":[{"role":"main","program":"Annual management fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055401","versionId":1055401,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-08-19","documentName":"SESTANTE CAPITAL FORM ADV PART 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-alone fixed monthly fee","summary":"Certain clients pay an additional or stand-alone fixed monthly fee, negotiated with each client; no amount is stated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055401","versionId":1055401,"submittedOn":"2026-08-19","documentName":"SESTANTE CAPITAL FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:29:54.143778+00:00","documents":[{"name":"SESTANTE CAPITAL FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055401","versionId":1055401,"submittedOn":"2026-08-19"}]},"custodians":[{"name":"Morgan Stanley & Co. LLC","shortName":"Morgan Stanley","location":"New York, NY","smaAssets":48170924},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":335990993}],"custodyNote":"Sestante Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joel Hergenreter","title":"Chief Compliance Officer","crd":"7390971"},{"name":"Daniel White","title":"Co-Founder, Managing Partner","crd":"2950937"},{"name":"Benjamin White","title":"Co-Founder, Managing Partner","crd":"6487515"}],"ownership":[{"label":"White Family Trust","detail":"Managing member in the 50% to 75% ownership band and a control person, since April 2025."},{"label":"Benjamin & Meredith White Family Trust","detail":"Managing member in the 50% to 75% ownership band and a control person, since April 2025."},{"label":"Daniel White","detail":"Indirect owner: a co-trustee of White Family Trust in the 50% to 75% band and a control person, since May 2007.","parent":"White Family Trust"},{"label":"Benjamin White","detail":"Indirect owner: a co-trustee of Benjamin & Meredith White Family Trust in the 50% to 75% band and a control person, since June 2015.","parent":"Benjamin & Meredith White Family Trust"},{"label":"Lora White","detail":"Indirect owner: a co-trustee of White Family Trust in the 50% to 75% band and a control person, since May 2007.","parent":"White Family Trust"},{"label":"Meredith White","detail":"Indirect owner: a co-trustee of Benjamin & Meredith White Family Trust in the 50% to 75% band and a control person, since June 2015.","parent":"Benjamin & Meredith White Family Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1330 Orange Avenue, Suite 250","city":"Coronado","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"619-268-6279","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":42},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":21},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":15},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":14},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"19 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/335152/PDF/335152.pdf","brochureDate":"19 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055401","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sestante Wealth Management have?","answer":"Sestante Wealth Management has 16 clients and manages $434 million for them, as of August 2026. They include 9 high-net-worth individuals, 5 individual clients, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sestante Wealth Management offer?","answer":"Sestante Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sestante Wealth Management charge?","answer":"Sestante Wealth Management charges up to 2.00% a year for its Annual management fee. The fee is billed in advance or in arrears.","source":"SESTANTE CAPITAL FORM ADV PART 2A, filed 19 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sestante Wealth Management use?","answer":"Sestante Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $336M and Morgan Stanley & Co. LLC (New York, NY), with $48.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sestante Wealth Management have?","answer":"Sestante Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sestante Wealth Management invest in?","answer":"At the end of its last fiscal year, Sestante Wealth Management’s separately managed accounts held 42% exchange-traded equities, 21% state and local bonds, 15% registered funds (mutual funds, ETFs, BDCs), 14% pooled vehicles (private funds and similar), 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sestante Wealth Management?","answer":"Sestante Wealth Management is owned through trusts by Daniel and Lora White and Benjamin and Meredith White. Its direct owners are White Family Trust (50% to 75%) and Benjamin & Meredith White Family Trust (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sestante Wealth Management get paid?","answer":"Sestante Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sestante Wealth Management?","answer":"Sestante Wealth Management’s main office is at 1330 Orange Avenue, Suite 250, Coronado, CA 92118. Its phone number is 619-268-6279. Its website is sestante.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}