| 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 |
Etesian Wealth Advisors, Inc. reports $426.8 million in regulatory assets under management on its Form ADV.
Etesian Wealth Advisors, Inc. reports 8 employees.
Etesian Wealth Advisors, Inc. is based in West Linn, OR and has been SEC-registered since 2009.
Etesian Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $421.9M |
| Non-discretionary | $4.9M |
| Total (RAUM) | $426.8M |