# ETESIAN WEALTH ADVISORS, INC.

ETESIAN WEALTH ADVISORS, INC. of WEST LINN, OR is an SEC-registered investment adviser.

## Registration

- CRD: 152127
- Type: SEC-registered investment adviser
- SEC file number: 801-70785
- Location: 1969 WILLAMETTE FALLS DRIVE, #200, WEST LINN, OR, 97068
- Phone: 503-387-3615
- Latest filing: 2026-03-17
- Regulatory AUM: $503.3M
- Discretionary AUM: $503.3M
- Clients: 8
- Accounts: 936

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152127/similar
- Related entities: https://search.stillhousedata.com/firm/152127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152127

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.