AdvisorCensus / Financial advisors / California / San Diego / Sestante Family Office
Sestante Family Office
Filed as SESTANTE FAMILY OFFICE · Legal name Sestante Wealth Management, LLC
Sestante Family Office is an SEC-registered investment advisory firm in Coronado, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.
Quick answers
From the filingHow is Sestante Family Office compensated?
On its Form ADV (Item 5.E, October 2026), Sestante Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Sestante Family Office's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 19, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sestante Family Office located?
Sestante Family Office's principal office is in Coronado, CA, according to its Form ADV.
Is Sestante Family Office registered with the SEC or a state?
Sestante Family Office is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335152.
How much does Sestante Family Office manage?
Sestante Family Office reports $433,884,051 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).
How have Sestante Family Office's assets and staff changed since 2025?
In the Form ADV data for Sestante Family Office: Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sestante Family Office serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (5); corporations or other businesses not listed above (2).
Which custodians does Sestante Family Office use?
Sestante Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets.
Does Sestante Family Office report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335152
What changed in Sestante Family Office's recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Sestante generally charges its clients an annual management fee of up to 2% of assets under management for the assets that it manages.
As stated in the firm's Form ADV Part 2A brochure dated August 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$433,884,051 as of October 2026, filing dated August 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Sestante Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $433,884,051 | 4 | August 19, 2026 |
| October 2025 | Not reported | 4 | April 25, 2025 |
Total employees: 4 in October 2025 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $376,272,927 to $433,884,051 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sestante Family Office (CRD 335152): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sestante-family-office-coronado-ca-335152