GO WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$208M

Discretionary

$208M

100% of AUM

Avg account

$402K

Accounts

519

Employees

Advisory reps

Firm details

Headquarters: EUGENE, Oregon
CRD number: 290254
Registered since: March 25, 2022
Website: gowealthgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans41.47%
Individuals33.55%
HNWI24.98%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

GO Wealth Management is an independent, SEC-registered advisory firm that began registration in 2022 and operates as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fee arrangements include asset‑based fees as well as hourly and fixed fee options. GO Wealth Management identifies itself as a capital allocator, sourcing external managers and vehicles for client capital. The firm does not position itself as an active ESG investor.