Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. is an SEC-registered investment adviser headquartered in West Linn, Oregon. Founded to provide personalized financial and investment advisory services, the firm serves individuals, including high net worth individuals as well as some pension and profit sharing plans. As of mid-2025, it manages approximately $426.8 million in assets and employs 8 professionals. Etesian offers a tailored approach to investment management and financial planning, focusing on clients’ long-term financial goals and fiduciary standards.
Investment Strategy
Etesian Wealth Advisors, Inc. employs a client-focused investment strategy, providing discretionary and non-discretionary portfolio management that is tailored to each client's unique financial goals, risk tolerance, and investment horizon. The firm primarily serves individuals and high net worth individuals, constructing diversified portfolios across various asset classes. Its approach frequently includes long-term asset allocation strategies, disciplined rebalancing, and ongoing financial planning. Etesian emphasizes personalized service, prudent risk management, and transparent fee structures to align its interests with those of its clients.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 6.89% | $20.9M | 414,927 | $50.28 | $50.27 | +$8.1M |
M MOAT | VANECK ETF TRUST | 6.19% | $18.8M | 189,235 | $86.63 | $99.11 | +$1.9M |
Q QGRW | WISDOMTREE TR | 4.77% | $14.4M | 251,764 | $48.17 | $57.36 | +$2.6M |
U UCON | FIRST TR EXCHNG TRADED FD VI | 4.57% | $13.8M | 548,790 | $24.57 | $25.19 | +$1.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.40% | $13.3M | 222,561 | $45.61 | $59.92 | +$1.4M |