Etesian Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$503M

Discretionary

$503M

100% of AUM

Avg account

$538K

Accounts

936

Employees

Advisory reps

Firm details

Headquarters: West Linn, Oregon
CRD number: 152127
Registered since: November 18, 2009
Website: www.etesianwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals59.49%
HNWI31.54%
Charitable Organizations6.54%
Pension & Profit Sharing Plans1.58%
Corporations / Businesses0.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Etesian Wealth Advisors, Inc. is an independent, privately held registered investment adviser (registered with the SEC in 2009) that provides financial planning and portfolio management to both individual/family clients and institutional entities. The firm operates as a corporation with individual ownership and charges clients via asset-based fees alongside hourly and fixed-fee arrangements. Core advisory services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. The firm does not position itself as a capital allocator and does not emphasize ESG investing. It received recognition from FA Magazine as a Top RIA Firm in 2020.