Go Wealth Management
Go Wealth Management is an SEC-registered mass-market adviser in Eugene, OR with $208.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Go Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290254, SEC 801-123534, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $208.4M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Eugene, OR
- Employees
- 9
- Clients
- 519
- CRD
- 290254
- Ownership
- O'CONNELL, GWENDOLYN, SUE
How much AUM does Go Wealth Management have?
Go Wealth Management reported $208.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Go Wealth Management?
Disclosed owners and executives of Go Wealth Management include O'CONNELL, GWENDOLYN, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.