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Benjamin W Wright

ETESIAN WEALTH ADVISORS, INC.·WEST LINN, Oregon
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1969 WILLAMETTE FALLS DRIVE, #200, WEST LINN, OR 97068CRD# 6692717Firm CRD# 152127
01

About

Benjamin W Wright is a registered financial advisor based in WEST LINN, Oregon, affiliated with ETESIAN WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ETESIAN WEALTH ADVISORS, INC.
ETESIAN WEALTH ADVISORS, INC.
AUM
$285M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ETESIAN WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6692717
Firm CRD# 152127
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin W Wright offer?
Benjamin W Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.
What are Benjamin W Wright's credentials?
Benjamin W Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin W Wright located?
Benjamin W Wright is based in WEST LINN, Oregon, working with ETESIAN WEALTH ADVISORS, INC.. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.
How does Benjamin W Wright charge for services?
Benjamin W Wright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ETESIAN WEALTH ADVISORS, INC.?
ETESIAN WEALTH ADVISORS, INC. has approximately 6 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST LINN
Stanley Clayton Lochrie — ETESIAN WEALTH ADVISORS, INC.Barbara Lochrie — ETESIAN WEALTH ADVISORS, INC.Sandra Joy Familet — HUTT CAPITAL, LLCJesse Jonathan Steele — ETESIAN WEALTH ADVISORS, INC.Taelim Harrison Yaste — VERIDAN WEALTH
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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