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SESTANTE FAMILY OFFICE
SESTANTE WEALTH MANAGEMENT, LLC
CRD 335152 · SEC 801-132433
1330 ORANGE AVENUE, SUITE 250, CORONADO, CA, 92118, United States
Phone
619-268-6279
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$433.9M
Discretionary AUM
$433.9M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $4.9M |
| High net worth individuals | 9 | $425.7M |
| Corporations/business entities | 2 | $3.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD