Data / Investment advisers / Oregon / Go Wealth Management
Go Wealth Management, Eugene, OR: $208 million AUM, SEC registered investment adviser
Go Wealth Management is an SEC registered investment adviser with its main office in Eugene, Oregon and reports $208 million in regulatory assets under management in its Form ADV filed February 25, 2026. Its clients include pension and profit sharing plans, individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 290254
- SEC file number
- 801-123534
- SEC status
- Approved, effective March 25, 2022
- Legal name
- O'Connell Investment and Insurance Services, LLC
- Main office
- 4710 Village Plaze Loop Suite 240, Eugene, OR 97401
- Phone
- (541) 338-7631
- Regulatory AUM
- $208,438,586 in the Form ADV filed February 25, 2026
- Discretionary AUM
- $208,148,246
- Non discretionary AUM
- $290,340
- Accounts
- 519
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 62 | $86.4 million |
| Individuals (other than high net worth individuals) | 415 | $69.9 million |
| High net worth individuals | 42 | $52.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $208.4 million | February 25, 2026 |
| December 1, 2025 | $165.6 million | June 18, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Continuity Wealth Management, Corp. | Portland | $214.3 million | Not listed | adviserinfo.sec.gov |
| JH Advisors | Salem | $212 million | Not listed | adviserinfo.sec.gov |
| Orca Investment Management, LLC | Lake Oswego | $211.7 million | Not listed | adviserinfo.sec.gov |
| Financial Investment Team ("Fit") | Portland | $209.1 million | Not listed | adviserinfo.sec.gov |
| Clarity Wealth Development, LLC | Corvallis | $208.6 million | Not listed | adviserinfo.sec.gov |
| Sortis Fund Manager, LLC | Portland | $202 million | 4 | adviserinfo.sec.gov |
| Newbore Wealth Management, Inc. | Gladstone | $200 million | Not listed | adviserinfo.sec.gov |
| Inman Financial Services, Inc. | Portland | $197.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Go Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.