Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. (CRD# 152127) is a financial advisory firm headquartered in West Linn, OR. They manage $284,742,953 in 507 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management285MILLION
-
Total Number of Accounts507ACCOUNTS
-
Average Account Value$561,623
- 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
AZ, CA, OR, WA
Stanley Lochrie (CRD# 2208453) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 31 years of experience in the finance industry.
Jacob Scarminach (CRD# 6826860) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 6 years of experience in the finance industry.
Jesse Steele (CRD# 6864049) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 6 years of experience in the finance industry.
Benjamin Wright (CRD# 6692717) 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.