Go Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Eugene, OR. Its latest Form ADV filing, dated February 25, 2026, reports $208M in regulatory assets under management, 9 employees, 5 offices, and 519 accounts.
Assets Under Management
$208M
Employees
9
Offices
5 offices
Total Clients
519
Primary office
EUGENE, OR
4710 VILLAGE PLAZE LOOP, SUITE 240, EUGENE, OR, United States
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
415
2
Pension Plans
11.9%
62
3
HNWI
8.1%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of February 25, 2026
Discretionary99.9%
$208M
100% of total RAUM99.9%
Non-discretionary0.1%
$290K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts519
10Y AUM Change+$208M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee58:1
10Y Employee Change+8 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.