E2I ADVISORS, LLC
CRD #285987 SEC #801-111058 PORTLAND, OR (877) 356-1058
SEC Registered
Total AUM
$194M
Discretionary
$99.9M
Employees
5
Clients
1
Accounts
281
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2021
- 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 |
|---|---|---|---|---|
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MARQUEZ, OMAR, RICARDO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICE, BRIAN, KENDALL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Schnell, Garry, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WANLESS, MICHELLE, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| WANLESS, MICHELLE, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| WANLESS, MICHELLE, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| WANLESS, MICHELLE, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| WANLESS, MICHELLE, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| WANLESS, MICHELLE, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| EVOLUTION 2 INDEPENDENCE LLC | DE | MEMBER | E | Control |
| MARQUEZ, OMAR, RICARDO | I | MANAGING MEMBER | E | Control |
| WEALTH BRIDGE HOLDINGS, LLC | DE | MEMBER | E | Control |
| WEALTH BRIDGE HOLDINGS, LLC | DE | MEMBER | E | Control |
| WEALTH BRIDGE HOLDINGS, LLC | DE | MEMBER | E | Control |
| WEALTH BRIDGE HOLDINGS, LLC | DE | MEMBER | E | Control |
| WEALTH BRIDGE HOLDINGS, LLC | DE | MEMBER | E | Control |
| WEALTH BRIDGE HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | E | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | E | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | E | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | E | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | E | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | E | Control |
| Goodman, Robert, Lowery | I | WEALTH BRIDGE HOLDINGS, LLC | D | Control |
| Goodman, Robert, Lowery | I | WEALTH BRIDGE HOLDINGS, LLC | D | Control |
| Goodman, Robert, Lowery | I | WEALTH BRIDGE HOLDINGS, LLC | D | Control |
| Goodman, Robert, Lowery | I | WEALTH BRIDGE HOLDINGS, LLC | D | Control |
| Goodman, Robert, Lowery | I | WEALTH BRIDGE HOLDINGS, LLC | D | Control |
| Goodman, Robert, Lowery | I | EVOLUTION 2 INDEPENDENCE LLC | D | |
| Goodman, Robert, Lowery | I | WEALTH BRIDGE HOLDINGS, LLC | D | |
| Goodman, Robert, Lowery | I | EVOLUTION 2 INDEPENDENCE LLC | D | |
| Goodman, Robert, Lowery | I | EVOLUTION 2 INDEPENDENCE LLC | D | |
| Goodman, Robert, Lowery | I | EVOLUTION 2 INDEPENDENCE LLC | D | |
| Goodman, Robert, Lowery | I | EVOLUTION 2 INDEPENDENCE LLC | D | |
| Goodman, Robert, Lowery | I | EVOLUTION 2 INDEPENDENCE LLC | D | |
| MARQUEZ, OMAR, RICARDO | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| MARQUEZ, OMAR, RICARDO | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| RICE, BRIAN, KENDALL | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| RICE, BRIAN, KENDALL | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| RICE, BRIAN, KENDALL | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| RICE, BRIAN, KENDALL | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| RICE, BRIAN, KENDALL | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| RICE, BRIAN, KENDALL | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| RICE, BRIAN, KENDALL | I | WEALTH BRIDGE HOLDINGS, LLC | C | Control |
| RICE, BRIAN, KENDALL | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| RICE, BRIAN, KENDALL | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| RICE, BRIAN, KENDALL | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| RICE, BRIAN, KENDALL | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
| RICE, BRIAN, KENDALL | I | EVOLUTION 2 INDEPENDENCE LLC | C | Control |
Registrations
Federal
IA
Mar 19, 2021 REGISTERED
Notice Filings (8)
CA FL LA MA OR TX VT WA
Address
425 NW 10TH AVESUITE 200
PORTLAND, OR 97209
United States
Phone: (877) 356-1058