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SESTANTE FAMILY OFFICE

CORONADO, CA · CRD 335152 · IAPD ↗ · sestante.com · 619-268-6279

$433.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — SESTANTE FAMILY OFFICE reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
December 2025 — SESTANTE FAMILY OFFICE changed its website from sestantecapital.com to sestante.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
December 2025 — SESTANTE WEALTH MANAGEMENT, LLC is now doing business as SESTANTE FAMILY OFFICE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
May 2025 — SESTANTE WEALTH MANAGEMENT, LLC (CORONADO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.