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Benjamin William White

Investment adviser representative at Sestante Family Office
17 yearsExperience
1 stateRegistered in
$433.9MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Sestante Family OfficeNov 2025 to now
  2. Sestante Wealth Management LLCFeb 2025 to now
  3. Sestante Capital Advisors, LLCJul 2019 to now
  4. White & Woods, PcJan 2018 to Dec 2024
  5. White & Woods, LLPFeb 2009 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sestante Family Office

Legal name: Sestante Wealth Management, LLC

$433.9MAssets managed
16Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6487515
Firm CRD
335152
Advisor's SEC record (opens in a new tab)
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