Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. is an SEC-registered wealth manager in West Linn, OR with $503.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Etesian Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152127, SEC 801-70785, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $503.3M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- West Linn, OR
- Employees
- 8
- Clients
- 429
- CRD
- 152127
- Ownership
- Wright, Benjamin, W; Steele, Jesse, Jonathan; LOCHRIE, STANLEY, CLAYTON; LOCHRIE, BARBARA; ROTH, MARK, DAVID
How much AUM does Etesian Wealth Advisors, Inc. have?
Etesian Wealth Advisors, Inc. reported $503.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Etesian Wealth Advisors, Inc.?
Disclosed owners and executives of Etesian Wealth Advisors, Inc. include Wright, Benjamin, W, Steele, Jesse, Jonathan, LOCHRIE, STANLEY, CLAYTON, LOCHRIE, BARBARA, ROTH, MARK, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.