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 that has been SEC-registered since 2009 and is owner-operated. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Etesian does not operate as a capital allocator and does not present itself as an active ESG investor. Etesian received recognition from FA Magazine as a Top RIA Firms honoree in 2020. The firm sources third-party managers for alternative exposure rather than running proprietary private funds.
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 2BARBARA LOCHRIE
Chief Operating OfficerCRD 6160271
STANLEY LOCHRIE
Chief Executive OfficerCRD 2208453
Contacts
3 of 6JACOB 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 86Active vs passive
$274M in ETFs
58%
$160M
34%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $19M | 196,364 | 6.93% |
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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