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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, BARBARA | I | OWNER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| Steele, Jesse, Jonathan | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| Steele, Jesse, Jonathan | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| Steele, Jesse, Jonathan | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| Steele, Jesse, Jonathan | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| Wright, Benjamin, W | I | CHIEF INVESTMENT OFFICER | C | |
| Wright, Benjamin, W | I | CHIEF INVESTMENT OFFICER | C | |
| Wright, Benjamin, W | I | CHIEF INVESTMENT OFFICER | C | |
| Wright, Benjamin, W | I | CHIEF INVESTMENT OFFICER | C | |
| LOCHRIE, BARBARA | I | OWNER | B | Control |
| LOCHRIE, BARBARA | I | OWNER | B | Control |
| LOCHRIE, BARBARA | I | OWNER | B | Control |
| LOCHRIE, BARBARA | I | OWNER | B | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT | B | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT | B | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT | B | Control |
| LOCHRIE, STANLEY, CLAYTON | I | OWNER, PRESIDENT | B | Control |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Steele, Jesse, Jonathan | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B | |
| Wright, Benjamin, W | I | SHAREHOLDER | B |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (7)
AZ CA FL ID OR TX WA
Address
1969 WILLAMETTE FALLS DRIVE, #200WEST LINN, OR 97068
United States
Phone: 503-387-3615