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| Etesian Wealth Advisors Inc
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|---|---|
| CRD # | 152127 |
| SEC # | 801-70785 |
| CIK # | 0001997586 |
| AUM | 503.3 M (2026-03-17) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 503-387-3615 |
| Address | 1969 Willamette Falls Drive, 200 West Linn, OR 97068 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Costco Wholesale Corp /NEW | 5.6 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.2 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Lilly Eli & Co | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 299.4 |
| (b) Individuals (high net worth individuals) | 19 | 158.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (h) Charitable organizations | 0 | 32.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 936 | 503.3 |
| By Discretionary | ||
| Discretionary | 936 | 503.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 936 | 503.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 503.3 | |
| Total | 936 | 503.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001997586] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dougherty Wealth Advisers LLC
✚
|
MN | 505.4 M |
|
Accretive Wealth Partners LLC
✚
|
NJ | 504.5 M |
|
Pineridge Advisors LLC
✚
|
MO | 504.2 M |
|
Aquire Wealth Advisors LLC
✚
|
UT | 504.0 M |
|
Ducere Wealth Management LLC
✚
|
CA | 503.8 M |
|
Weinberger Asset Management Inc
✚
|
CA | 503.6 M |
|
SMH Capital Advisors LLC
✚
|
TX | 503.1 M |
|
Prosperity Financial Group Inc
✚
|
CA | 503.0 M |
|
Saybrook Capital Corp
✚
|
NY | 502.7 M |
|
Sharp Wealth Advisory LLC
✚
|
PA | 502.1 M |