Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. (CRD# 152127) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $209,099,355 in 402 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management209MILLION
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Total Number of Accounts402ACCOUNTS
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Average Account Value$520,148
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, OR, WA
David Green (CRD# 5230353) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Spokane, WA and has over 10 years of experience in the finance industry. David Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
George Gabriel (CRD# 727699) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Lake Oswego, OR and has over 4 years of experience in the finance industry.
Alexandra Gruber (CRD# 6499027) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Lake Oswego, OR and has 1 year of experience in the finance industry.
Stephan King (CRD# 6196520) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.
Stanley Lochrie (CRD# 2208453) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Lake Oswego, OR and has over 24 years of experience in the finance industry.