Etesian Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Linn, OR. Its latest Form ADV filing, dated March 17, 2026, reports $503M in regulatory assets under management, 8 employees, 2 offices, and 936 accounts.
Assets Under Management
$503M
Employees
8
Offices
2 offices
Total Clients
429
Primary office
WEST LINN, OR
1969 WILLAMETTE FALLS DRIVE, #200, WEST LINN, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
396
2
HNWI
4.4%
19
3
Corporations
3.3%
14
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$503Mas of March 17, 2026
Discretionary100.0%
$503M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$503M
Total Accounts936
10Y AUM Change+$290M (+135.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee54:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.