SourcingSourcing

ETESIAN WEALTH ADVISORS, INC.

C14
CRD 152127·SEC 801-70785·WEST LINN, OR
AUM
$503.3M
$500M-$1B
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ETESIAN WEALTH ADVISORS, INC.
CRD
152127
SEC file #
801-70785
EIN
271100313
DBA names
—

Economics

AUM
$503.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$215.2M → $503.3M▲ +134%
Client mix
Individuals Other396
Individuals High Net Worth19
Corporations14

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
WEST LINN OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
linkedin.com/company/etesian-wealth-advisors-llc/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Steele, Jesse, Jonathan
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Steele, Jesse, Jonathan
Wright, Benjamin, W
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001997586
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2023-10-19
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0002085853-26-000470

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1969 WILLAMETTE FALLS DRIVE#200WEST LINN, OR 97068
Business
1969 WILLAMETTE FALLS DRIVE#200WEST LINN, OR 97068
Edgar EIN
271100313
Edgar Recent Filings
13F-HR2026-04-23 · 0002085853-26-000470
13F-HR2026-02-11 · 0002085853-26-000242
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6864049
Trust Company Affiliate
No

People (8)

8
Steele, Jesse, Jonathan
IAR · Direct Owner · 37.5%
6864049
Wright, Benjamin, W
IAR · Direct Owner · 37.5%
6692717
LOCHRIE, STANLEY, CLAYTON
IAR · Direct Owner · 17.5%
2208453
LOCHRIE, BARBARA
Direct Owner · 17.5%
6160271
JACOB CHARLES SCARMINACH
IAR
6826860
GEORGE LESTER TAYLOR
IAR
1134299
MARIE MAGDALENA TAYLOR
IAR
722896
MICHAEL ALLEN RUE
IAR
2482928