Barbara Lochrie is a control person of Etesian Wealth Advisors and directly owns between 10% and 25% of it.
Etesian Wealth Advisors is an investment adviser based in West Linn, OR, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $503 million, as filed on 17 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6160271
- Firm
- Etesian Wealth Advisors · CRD 152127
- Role
- Owner
- In role since
- July 2012 · 14 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- West Linn, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Barbara Lochrie work?
Barbara Lochrie has been Owner of Etesian Wealth Advisors, Inc. since July 2012, and is a control person of the firm.
How can I verify Barbara Lochrie’s record?
Barbara Lochrie’s role is listed on Etesian Wealth Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 152127.