Etesian Wealth Advisors, Inc.
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
FINTRXOverview
Etesian Wealth Advisors, Inc. is an independent registered investment adviser formed in 2009 and owned by an individual principal. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Its billing mix includes asset-based fees, hourly charges and fixed-fee arrangements. Etesian does not position itself as a direct capital allocator; instead it sources third‑party managers and public funds to construct client portfolios. The firm was recognized by FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Barbara Lochrie
Chief Operating OfficerCRD 6160271
Stanley Lochrie
Chief Executive OfficerCRD 2208453
Contacts
3 of 6
Jacob Scarminach
Investment Adviser RepresentativeCRD 6826860
Michael Rue
Investment Advisor RepresentativeCRD 2482928
George Taylor
Investment Adviser RepresentativeCRD 1134299
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$298M in ETFs
58%
$174M
33%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY GROWTH FUND (QGRW) | Wisdom Tree | Passive | Large Growth | $19.7M | 297,728 | 6.59% |
Location
West Linn, OR
Clackamas
Location
West Linn, OR
Headquartered in West Linn, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 1969 Willamette Falls Dr
- Time zone
- PT (UTC-8)
- Office locations
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