Etesian Wealth Advisors, Inc.

Etesian Wealth Advisors, Inc. (CRD# 152127) is a financial advisory firm headquartered in West Linn, OR. They manage $234,000,000 in 153 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1969 Willamette Falls Drive, #200, West Linn, OR 97068
https://www.linkedin.com/company/1718569/
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $1,529,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OR, WA

Financial Advisors at Etesian Wealth Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
George Gabriel, financial advisor West Linn OR
George N. Gabriel
CRD#: 727699
1914 Willamette Falls Drive, #300, West Linn, OR 97068

George Gabriel (CRD# 727699) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 7 years of experience in the finance industry.

2
Stanley Lochrie, financial advisor West Linn OR
Stanley C. Lochrie
CRD#: 2208453
1914 Willamette Falls Drive, #300, West Linn, OR 97068

Stanley Lochrie (CRD# 2208453) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 28 years of experience in the finance industry.

3
Jacob Scarminach, financial advisor West Linn OR
Jacob C. Scarminach
CRD#: 6826860
1969 Willamette Falls Drive, #200, West Linn, OR 97068

Jacob Scarminach (CRD# 6826860) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 3 years of experience in the finance industry.

4
Jesse Steele, financial advisor West Linn OR
Jesse J. Steele
CRD#: 6864049
1914 Willamette Falls Drive, #300, West Linn, OR 97068

Jesse Steele (CRD# 6864049) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 2 years of experience in the finance industry.

5
Benjamin Wright, financial advisor West Linn OR
Benjamin W. Wright
CRD#: 6692717
1914 Willamette Falls Drive, #300, West Linn, OR 97068

Benjamin Wright (CRD# 6692717) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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