Etesian Wealth Advisors Inc

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Assets, Funds, Holdings

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Etesian Wealth Advisors Inc
CRD #152127
SEC #801-70785
CIK #0001997586
AUM $284.7 MM (2024-03-12)
Employees 6 (67% Investors, 0% Brokers)
Phone503-387-3615
Address1969 Willamette Falls Drive, 200
West Linn, OR 97068
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002008201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 7.0
COST 207,576.9 6.0
MSFT 1,918,222.4 4.7
LLY 301,789.7 3.7
AMZN 1,092,997.8 3.4
NVDA 399,550.0 3.0
JPM 340,169.2 2.8
WMT 335,434.5 2.3
MCD 179,584.2 2.0
DOV 17,556.2 1.9
View All
Holdings by Sector ($MM)
180144108723602021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 183 57.6
(b) Individuals (high net worth individuals) 64 199.0
(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 28.2
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 507 284.7
By Discretionary
Discretionary 480 280.6
Non-Discretionary 27 4.2
Total 507 284.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 284.7
Total 507 284.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001997586]
Comparable Firms State AUM ($BB)
Brooks Moore & Associates Inc
TN 0.3
Bourne Lent Asset Management Inc
NY 0.3
Salzinger Sheaff Brock LLC
IN 0.3
Modern Capital Advisors LLC
NC 0.3
Adirondack Capital Advisors LLC
NY 0.3
Interactive Financial Advisors Inc
IL 0.3
Seaside Wealth Management Inc
CA 0.3
NorthStar Financial Companies Inc
PA 0.3
Henry Bragg & Co LLC
TX 0.3
Core Wealth Partners LLC
CA 0.3
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