ETESIAN WEALTH ADVISORS, INC.

WEST LINN, Oregon·4 registered advisors·CRD# 152127
SEC# 801-707851503-387-3615
01

Firm Overview

AUM
$285M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ETESIAN WEALTH ADVISORS, INC.

4 registered advisors
Barbara Lochrie
WEST LINN, Oregon
Benjamin W Wright
WEST LINN, Oregon
Jesse Jonathan Steele
WEST LINN, Oregon
Stanley Clayton Lochrie
WEST LINN, Oregon
05

Office Locations

WEST LINN, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. ETESIAN WEALTH ADVISORS, INC. (CRD# 152127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.