Overview
Assets Under Management: $208 million
Headquarters: EUGENE, OR
High-Net-Worth Clients: 42
Average Client Assets: $1.2 million
Frequently Asked Questions
GO WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290254), GO WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
GO WEALTH MANAGEMENT is headquartered in EUGENE, OR.
GO WEALTH MANAGEMENT serves 42 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, GO WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GO WEALTH MANAGEMENT manages $208 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, GO WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.98%
Average Client Assets: $1.2 million
Total Client Accounts: 519
Discretionary Accounts: 517
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 290254
Filing ID: 2055121
Last Filing Date: 2026-02-25 15:31:40