ETESIAN WEALTH ADVISORS, INC. of WEST LINN, OR is an SEC-registered investment adviser (CRD 152127). Regulatory assets under management: $503.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Stanley Clayton Lochrie | OWNER, PRESIDENT; OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Barbara Lochrie | OWNER | — |
| Benjamin W Wright | CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| Jesse Jonathan Steele | SHAREHOLDER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ROTH JONATHAN DAVID | OWNER,CHIEF COMPLIANCE OFFICER | — |
| LOCHRIE STANLEY CLAYTON | OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| LOCHRIE BARBARA | OWNER | — |
| WRIGHT MATTHEW W | SHAREHOLDER | — |
| Steele Jesse Jonathan | SHAREHOLDER | — |