AdvizorPro

Etesian Wealth Advisors, Inc.

Etesian Wealth Advisors, Inc.. CRD 152127

Etesian Wealth Advisors, Inc. logo

CRD: 152127

Etesian Wealth Advisors, Inc.

West Linn, OR, 97068
5033873615
www.etesianwa.com
$503.3M Total AUM
$503.3M Disc. AUM
24.1% 3Y CAGR
8 Employees
429 ADV. Clients
16 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
NorthVector
Established Date
11-18-2009
Office Locations
3

Office Locations

1914 Willamette Falls Drive, #300 West Linn OR
1969 Willamette Falls Drive, #200 West Linn OR
-- Bothell WA

About Etesian Wealth Advisors, Inc.

Etesian Wealth Advisors (founded 2009) is a fiduciary RIA providing investment management and comprehensive financial planning, emphasizing advice free of product commissions. The firm serves retail and institutional relationships and builds portfolios primarily with ETFs and public funds. Custody is supported through Charles Schwab and Fidelity/NFS.

Team overview

58 AVG AGE
$83.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.5 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
16yrs Firm Age

Insights

Full visibility includes strategy notes for zenith beacon.
Open the full profile to inspect shifts in peak delta.
Full visibility includes strategy notes for ember element.
Unlock to see real insight on signal alpha.
See the complete signal summary connected to unison bridge.
Open the full profile to inspect shifts in foundation pathway.
Unlock to compare peer behavior around ember prime.
Request access to benchmark trends tied to matrix horizon.

Asset Classes

Summit Beacon Ember harbor Ridge horizon

Client Personas

North frontier

Custodian

Meridian meridian

Investment Themes

Timber Unison Legacy catalyst Radial focus

Investment Vehicles

Quantum glacier

Platform

Value summit Zenith ember

Services

Foundation legacy Crest Atlas Alpha horizon Matrix Ember Quantum

Technology

Wave Radial momentum

Owner & Executives

J

Jesse Jonathan Steele

Chief Compliance Officer, Investment Advisor Representative, VICE PRESIDENT

CRD
#6864049
Ownership
25% but less than 50%
(852) 784-4692
timber.radial@ridgecapital.com
in linkedin.com/in/matrix-summit
B

Benjamin W Wright

Chief Investment Officer, Partner

CRD
#6692717
Ownership
25% but less than 50%
(319) 876-8862
fusion.glacier@optimacapital.com
in linkedin.com/in/ridge-vector
E

Element ember

Matrix north

CRD
#15309
Ownership
12.1%
(393) 941-8685
capital.catalyst@pioneercapital.com
in linkedin.com/in/quantum-vital

Showing 2 of 4 owners & executives

Unlock all

Contacts

M

MICHAEL ALLEN RUE

Investment Advisor Representative

CRD
#2482928
(885) 645-3718
glacier.ember@ridgecapital.com
in linkedin.com/in/optima-pathway
JACOB CHARLES SCARMINACH

JACOB CHARLES SCARMINACH

Investment Advisor Representative

CRD
#6826860
(852) 474-6642
element.wave@capitalcapital.com
in linkedin.com/in/vector-element
F

Foundation timber

Momentum unison ember

CRD
#54574
(551) 578-9346
optima.optima@fusioncapital.com
in linkedin.com/in/bridge-radial

Showing 2 of 8 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-10-2022
01-25-2023
11-13-2024
09-03-2025
03-17-2026
Category Assets AVG. Account size
Discretionary $503,332,148 $537,748
Non-Discretionary $0 --
Total $503,332,148 $537,748

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $503,332,148

$503.3M Total SMA
Public Funds:
16.2%
Equity - Exchange:
6.9%
Cash:
18.2%
Equity - OTC:
18.3%
Municipal Bonds:
9.4%
Private Funds:
14.5%
U.S. Government/Agency:
16.5%
Asset class Assets Assets %
Public Funds $59,560,386 16.2%
Equity - Exchange $25,368,312 6.9%
Cash $66,913,520 18.2%
Equity - OTC $67,281,176 18.3%
Municipal Bonds $34,559,730 9.4%
Private Funds $53,310,222 14.5%
U.S. Government/Agency $60,663,356 16.5%
Total $367,656,702 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
VECTOR BRIDGE QUANTUM SUMMIT TUGQZXG1H HUFE 8.09% $97,850,363
MERIDIAN PIONEER WAVE RIDGE FRONTIER MMAP3U1YA ZYNS 3.15% $93,816,815
NORTH ZENITH RADIAL OAK VDWOSKPZ1 TVZYS 10.12% $21,201,823
HARBOR BRIDGE MERIDIAN OPTIMA VALUE Z89D0B48I RODGI 2.53% $113,461,472
HORIZON FOCUS FRONTIER GLACIER PATHWAY F7HEPAD70 AFK 4.98% $119,958,153
VERTEX VECTOR CATALYST OAK T4ATEFRV8 GXQ 10.63% $26,261,174
PRIME OPTIMA FOCUS VITAL EAGLE 5GS0S061Q ZFC 8.48% $75,031,983
FOCUS CATALYST ALPHA HARBOR HARBOR 3DEBQ3V34 EON 0.85% $51,273,226

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform