Etesian Wealth Advisors, Inc.

Etesian Wealth Advisors, Inc. (CRD# 152127) is a financial advisory firm headquartered in West Linn, OR. They manage $292,688,000 in 404 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
    293
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $724,475
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
  • 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 - 4 of 4 top financial advisors.
1
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 29 years of experience in the finance industry.

2
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 4 years of experience in the finance industry.

3
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 4 years of experience in the finance industry.

4
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 5 years of experience in the finance industry.

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