ETESIAN WEALTH ADVISORS, INC.
CRD #152127 SEC #801-70785 WEST LINN, OR 503-387-3615
SEC Registered
Total AUM
$426.8M
Discretionary
$421.9M
Employees
8
Clients
101
Accounts
930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $426.8M | $421.9M | $4.9M | 8 | 0 |
| Jun 2025 | $426.8M | $421.9M | $4.9M | 8 | 0 |
| May 2025 | $426.8M | $421.9M | $4.9M | 8 | 0 |
| Feb 2025 | $426.8M | $421.9M | $4.9M | 8 | 0 |
| Jan 2025 | $284.7M | $280.6M | $4.2M | 8 | 0 |
| Nov 2024 | $284.7M | $280.6M | $4.2M | 6 | 0 |
| Oct 2024 | $284.7M | $280.6M | $4.2M | 6 | 0 |
| Oct 2024 | $284.7M | $280.6M | $4.2M | 6 | 0 |
| Mar 2024 | $284.7M | $280.6M | $4.2M | 6 | 0 |
| Jan 2023 | $258.4M | $251.8M | $6.6M | 6 | 0 |
| Feb 2022 | $292.7M | $288.2M | $4.5M | 7 | 0 |
| Feb 2021 | $267.2M | $264.7M | $2.5M | 6 | 0 |
| Jun 2020 | $234M | $231.5M | $2.5M | 6 | 0 |
| Mar 2020 | $234M | $231.5M | $2.5M | 6 | 0 |
| Feb 2020 | $215.2M | $213.3M | $1.9M | 6 | 0 |
| Jul 2019 | $215.2M | $213.3M | $1.9M | 6 | 0 |
| May 2019 | $215.2M | $213.3M | $1.9M | 6 | 0 |
| Feb 2019 | $215.2M | $213.3M | $1.9M | 6 | 0 |
| Mar 2018 | $232.3M | $231M | $1.3M | 6 | 0 |
| May 2017 | $213.8M | $212M | $1.8M | 6 | 100 |
| Mar 2017 | $213.8M | $212M | $1.8M | 6 | 100 |
| Oct 2016 | $209.1M | $207.1M | $2M | 8 | 200 |
| Feb 2016 | $209.1M | $207.1M | $2M | 8 | 200 |
| Feb 2015 | $232.3M | $227.5M | $4.8M | 8 | 200 |
| Mar 2014 | $322.5M | $204.7M | $117.9M | 5 | 100 |
| Feb 2014 | $322.5M | $204.7M | $117.9M | 5 | 100 |
| May 2013 | $276.4M | $167M | $109.5M | 7 | 300 |
| Mar 2013 | $276.4M | $167M | $109.5M | 7 | 300 |
| May 2012 | $256M | $144.1M | $111.9M | 6 | 102 |
| Mar 2012 | $256M | $144.1M | $111.9M | 6 | 102 |
| Aug 2011 | $231.6M | $133.4M | $98.2M | 10 | -- |
| Apr 2011 | $187.8M | $103.3M | $84.5M | 5 | -- |
| Mar 2011 | $187.8M | $103.3M | $84.5M | 5 | -- |
| Feb 2011 | $180.9M | $95.5M | $85.4M | 5 | -- |
| Jan 2011 | $180.9M | $95.5M | $85.4M | 5 | -- |
| May 2010 | $81.4M | $81.4M | $0 | 5 | -- |
DateSep 2025
Total AUM$426.8M
Discretionary$421.9M
Non-Disc.$4.9M
Employees8
Clients0
DateJun 2025
Total AUM$426.8M
Discretionary$421.9M
Non-Disc.$4.9M
Employees8
Clients0
DateMay 2025
Total AUM$426.8M
Discretionary$421.9M
Non-Disc.$4.9M
Employees8
Clients0
DateFeb 2025
Total AUM$426.8M
Discretionary$421.9M
Non-Disc.$4.9M
Employees8
Clients0
DateJan 2025
Total AUM$284.7M
Discretionary$280.6M
Non-Disc.$4.2M
Employees8
Clients0
DateNov 2024
Total AUM$284.7M
Discretionary$280.6M
Non-Disc.$4.2M
Employees6
Clients0
DateOct 2024
Total AUM$284.7M
Discretionary$280.6M
Non-Disc.$4.2M
Employees6
Clients0
DateOct 2024
Total AUM$284.7M
Discretionary$280.6M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2024
Total AUM$284.7M
Discretionary$280.6M
Non-Disc.$4.2M
Employees6
Clients0
DateJan 2023
Total AUM$258.4M
Discretionary$251.8M
Non-Disc.$6.6M
Employees6
Clients0
DateFeb 2022
Total AUM$292.7M
Discretionary$288.2M
Non-Disc.$4.5M
Employees7
Clients0
DateFeb 2021
Total AUM$267.2M
Discretionary$264.7M
Non-Disc.$2.5M
Employees6
Clients0
DateJun 2020
Total AUM$234M
Discretionary$231.5M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2020
Total AUM$234M
Discretionary$231.5M
Non-Disc.$2.5M
Employees6
Clients0
DateFeb 2020
Total AUM$215.2M
Discretionary$213.3M
Non-Disc.$1.9M
Employees6
Clients0
DateJul 2019
Total AUM$215.2M
Discretionary$213.3M
Non-Disc.$1.9M
Employees6
Clients0
DateMay 2019
Total AUM$215.2M
Discretionary$213.3M
Non-Disc.$1.9M
Employees6
Clients0
DateFeb 2019
Total AUM$215.2M
Discretionary$213.3M
Non-Disc.$1.9M
Employees6
Clients0
DateMar 2018
Total AUM$232.3M
Discretionary$231M
Non-Disc.$1.3M
Employees6
Clients0
DateMay 2017
Total AUM$213.8M
Discretionary$212M
Non-Disc.$1.8M
Employees6
Clients100
DateMar 2017
Total AUM$213.8M
Discretionary$212M
Non-Disc.$1.8M
Employees6
Clients100
DateOct 2016
Total AUM$209.1M
Discretionary$207.1M
Non-Disc.$2M
Employees8
Clients200
DateFeb 2016
Total AUM$209.1M
Discretionary$207.1M
Non-Disc.$2M
Employees8
Clients200
DateFeb 2015
Total AUM$232.3M
Discretionary$227.5M
Non-Disc.$4.8M
Employees8
Clients200
DateMar 2014
Total AUM$322.5M
Discretionary$204.7M
Non-Disc.$117.9M
Employees5
Clients100
DateFeb 2014
Total AUM$322.5M
Discretionary$204.7M
Non-Disc.$117.9M
Employees5
Clients100
DateMay 2013
Total AUM$276.4M
Discretionary$167M
Non-Disc.$109.5M
Employees7
Clients300
DateMar 2013
Total AUM$276.4M
Discretionary$167M
Non-Disc.$109.5M
Employees7
Clients300
DateMay 2012
Total AUM$256M
Discretionary$144.1M
Non-Disc.$111.9M
Employees6
Clients102
DateMar 2012
Total AUM$256M
Discretionary$144.1M
Non-Disc.$111.9M
Employees6
Clients102
DateAug 2011
Total AUM$231.6M
Discretionary$133.4M
Non-Disc.$98.2M
Employees10
Clients--
DateApr 2011
Total AUM$187.8M
Discretionary$103.3M
Non-Disc.$84.5M
Employees5
Clients--
DateMar 2011
Total AUM$187.8M
Discretionary$103.3M
Non-Disc.$84.5M
Employees5
Clients--
DateFeb 2011
Total AUM$180.9M
Discretionary$95.5M
Non-Disc.$85.4M
Employees5
Clients--
DateJan 2011
Total AUM$180.9M
Discretionary$95.5M
Non-Disc.$85.4M
Employees5
Clients--
DateMay 2010
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees5
Clients--