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| Keyboard |
| Sestante Wealth Management LLC
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|---|---|
| CRD # | 335152 |
| SEC # | 801-132433 |
| CIK # | |
| AUM | 433.9 M (2026-04-22) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 619-268-6279 |
| Address | 1330 Orange Avenue Coronado, CA 92118 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 4.9 |
| (b) Individuals (high net worth individuals) | 9 | 425.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 433.9 |
| By Discretionary | ||
| Discretionary | 16 | 433.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 433.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.9 | |
| Total | 16 | 433.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 435.3 M |
|
VCI Wealth Management LLC
✚
|
MO | 435.3 M |
|
Family Capital Management Inc
✚
|
MI | 435.1 M |
|
Horrell Capital Management Inc
✚
|
AR | 435.1 M |
|
Comprehensive Financial Planning Inc
✚
|
PA | 434.1 M |
|
Plan A Wealth LLC
✚
|
NE | 433.8 M |
|
Align Financial LLC
✚
|
MN | 433.7 M |
|
Santori & Peters Inc
✚
|
PA | 433.5 M |
|
Robinswood Financial LLC
✚
|
WA | 433.3 M |
|
Lisanti Capital Growth LLC
✚
|
NY | 432.5 M |