Etesian Wealth Advisors, Inc.
● SEC registered since 2009CRD 152127SEC# 801-70785West Linn, OR
Reg. AUM
$503.3M
Employees
8
Accounts
936
Location
West Linn, OR
Etesian Wealth Advisors, Inc. assets under management
Etesian Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in West Linn, OR. The firm has been registered since 2009. It reports $503.3 million in regulatory assets under management and employs 8 people.
Etesian Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Lochrie Control | Owner | 10-25% | 2012 |
| Benjamin W Wright | Chief Investment Officer | 25-50% | 2025 |
| Jesse Jonathan Steele Control | Vice President/Chief Compliance Officer | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Etesian Wealth Advisors, Inc. manage?
Etesian Wealth Advisors, Inc. reports $503.3 million in regulatory assets under management on its Form ADV.
How many employees does Etesian Wealth Advisors, Inc. have?
Etesian Wealth Advisors, Inc. reports 8 employees.
Where is Etesian Wealth Advisors, Inc. located?
Etesian Wealth Advisors, Inc. is based in West Linn, OR and has been SEC-registered since 2009.
Does Etesian Wealth Advisors, Inc. disclose fund performance?
Etesian Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1969 Willamette Falls Drive, #200, West Linn, OR 97068 |
| Phone | 503-387-3615 |
| Fax | 503-387-3261 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$503.3M▲ 77%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$503.3Mregulatory AUM
Discretionary $503.3M