Data / Investment advisers / Oregon / Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc., West Linn, OR: $503 million AUM, SEC registered investment adviser
Etesian Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in West Linn, Oregon and reports $503 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 152127
- SEC file number
- 801-70785
- SEC status
- Approved, effective November 18, 2009
- Main office
- 1969 Willamette Falls Drive, #200, West Linn, OR 97068
- Phone
- (503) 387-3615
- Regulatory AUM
- $503,332,148 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $503,332,148
- Accounts
- 936
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 396 | $299.4 million |
| High net worth individuals | 19 | $158.8 million |
| Charitable organizations | Fewer than 5 | $32.9 million |
| Pension and profit sharing plans | Fewer than 5 | $8 million |
| Corporations or other businesses | 14 | $4.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $503.3 million | March 17, 2026 |
| December 1, 2025 | $426.8 million | September 3, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northwest Quadrant Wealth Management | Bend | $579.7 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Wealth Advisors | Clackamas | $549.7 million | Not listed | adviserinfo.sec.gov |
| Headwater Investment Consulting,Inc. | McMinnville | $543 million | Not listed | adviserinfo.sec.gov |
| Northmarq Fund Management, LLC | Lake Oswego | $541.3 million | Not listed | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | $515.9 million | 4 | adviserinfo.sec.gov |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | $494.6 million | Not listed | adviserinfo.sec.gov |
| 44 Wealth Management LLC | Eugene | $487.4 million | Not listed | adviserinfo.sec.gov |
| Cross Financial Advisors | Portland | $481.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Etesian Wealth Advisors, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.