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ETESIAN WEALTH ADVISORS, INC.

WEST LINN, OR · CRD 152127 · IAPD ↗ · 503-387-3615

$503.3MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ETESIAN WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — ETESIAN WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($426.8M -> $503.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — ETESIAN WEALTH ADVISORS, INC. notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — ETESIAN WEALTH ADVISORS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2025 — ETESIAN WEALTH ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2025 — ETESIAN WEALTH ADVISORS, INC. reported RAUM up 50% ($284.7M -> $426.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2025 — ETESIAN WEALTH ADVISORS, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — ETESIAN WEALTH ADVISORS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.