Sponsor portfolio
ETESIAN WEALTH ADVISORS, INC
EIN 27-1100313investment managementLatest filing 2025
Plans
1
Retirement
1
$717K assets
Welfare
0
Participants
8
1969 WILLAMETTE FALLS DR STE 200 - WEST LINN, OR 970684660503-387-3615etesianwa.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ETESIAN WEALTH ADVISORS, 401K PLAN | 401k | $717K | 8 | 2025 |
Retirement plans