# Sestante Family Office

> 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.

- CRD: 335152
- Filed as: SESTANTE FAMILY OFFICE
- Legal name: Sestante Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coronado, CA
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335152
- AdvisorCensus page: https://advisorcensus.com/firm/sestante-family-office-coronado-ca-335152

## Quick answers

**How 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).

**How much does Sestante Family Office charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 19, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley & Co. LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $433,884,051
- Discretionary: $433,884,051
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $4,912,450 |
| High net worth individuals | 9 | $425,659,719 |
| Corporations or other businesses not listed above | 2 | $3,311,882 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sestante.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 4 | April 25, 2025 |
| October 2026 | $433,884,051 | 4 | August 19, 2026 |

Total employees: 4 in October 2025 and 4 in October 2026.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sestante Family Office (CRD 335152): Form ADV filing data as of October 2026.