Etesian Wealth Advisors, Inc.

Etesian Wealth Advisors, Inc. (CRD# 152127) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $213,761,269 in 454 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $470,840
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, OR, WA

Financial Advisors at Etesian Wealth Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
David D. Green
CRD#: 5230353
528 E Spokane Falls Blvd, Suite 501, Spokane, WA 99202
96
Wealthminder
score

David Green (CRD# 5230353) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Spokane, WA and has over 11 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.

2
George N. Gabriel
CRD#: 727699
17040 Pilkington Road, Ste. 300, Lake Oswego, OR 97035
90
Wealthminder
score

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.

3
Alexandra L. Gruber
CRD#: 6499027
17040 Pilkington Road, Ste. 300, Lake Oswego, OR 97035
88
Wealthminder
score

Alexandra Gruber (CRD# 6499027) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in Lake Oswego, OR and has over 2 years of experience in the finance industry.

4
Benjamin W. Wright
CRD#: 6692717
17040 Pilkington Road, Ste. 300, Lake Oswego, OR 97035
88
Wealthminder
score

Benjamin Wright (CRD# 6692717) 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.

5
Stephan King
CRD#: 6196520
14350 N Frank Lloyd Wright Blvd, Suite 17, Scottsdale, AZ 85260
87
Wealthminder
score

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.

6
Jesse J. Steele
CRD#: 6864049
17040 Pilkington Road, Ste. 300, Lake Oswego, OR 97035
87
Wealthminder
score

Jesse Steele (CRD# 6864049) 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.

7
Stanley C. Lochrie
CRD#: 2208453
,
83
Wealthminder
score

Stanley Lochrie (CRD# 2208453) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in , and has over 25 years of experience in the finance industry.

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