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ETESIAN WEALTH ADVISORS, INC.
CRD 152127 · SEC 801-70785
1969 WILLAMETTE FALLS DRIVE, #200, WEST LINN, OR, 97068, United States
Phone
503-387-3615
Fax
503-387-3261
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$503.3M
Discretionary AUM
$503.3M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 396 | $299.4M |
| High net worth individuals | 19 | $158.8M |
| Corporations/business entities | 14 | $4.2M |
States served
AZ, CA, ID, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD