Go Invest LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Jordan, UT. Its latest Form ADV filing, dated March 5, 2026, reports $889M in regulatory assets under management, 1 employee, and 4,277 accounts.
Assets Under Management
$889M
Employees
1
Offices
--
Total Clients
4,277
Primary office
WEST JORDAN, UT
8427 OLD BINGHAM HWY, SUITE A, WEST JORDAN, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 77.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
77.1%
3,297
2
Individuals
22.9%
980
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$889Mas of March 5, 2026
Discretionary100.0%
$889M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$889M
Total Accounts4,277
10Y AUM Change+$889M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee4277:1
10Y Employee Change-1 (-50.0%)
* 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.