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Building 2ETESIAN WEALTH ADVISORS, INC.

Map pinWEST LINN, OR
Phone503-387-3615
NotebookSEC #801-70785
Total AUM
$503.3M
Employees
8
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1969 WILLAMETTE FALLS DRIVE, #200
WEST LINN
OR 97068
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
503-387-3615
Other Offices
2

ReceiptFinancials

Total AUM
$503.3M
Accounts
936
Discretionary
$503.3M
Accounts
936
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
396
AUM
$299.4M
HNW Individual Clients
19
AUM
$158.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8M
Charitable Organization Clients
1
AUM
$32.9M
Corporation or Business Clients
14
AUM
$4.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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