Owner · Etesian Wealth Advisors, Inc.
Barbara Lochrie
CRD 6160271 · Named on Form ADV at one SEC-registered adviser
At a glance
Etesian Wealth Advisors, Inc., an SEC-registered wealth manager based in West Linn, OR with $503 million in regulatory assets, lists Barbara Lochrie on its Form ADV as Owner, a control person.
Firms and roles
- Etesian Wealth Advisors, Inc.OwnerWealth manager · West Linn, OR · $503M in regulatory assets
AtlasMembers
Barbara’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stanley C. LochrieOwner, President, Etesian Wealth Advisors, Inc.
- Benjamin W WrightChief Investment Officer, Etesian Wealth Advisors, Inc.
- Jesse J. SteeleVice President/chief Compliance Officer, Etesian Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barbara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.