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GO WEALTH MANAGEMENT
4710 Village Plaze Loop
Suite 240
Eugene, Oregon 97401
Tel: 541-338-7631
About GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT, formally registered with the SEC as GO WEALTH MANAGEMENT. The firm was established in 03/25/2022. They have over 6 offices throughout the country.
GO WEALTH MANAGEMENT is a Eugene, Oregon based Financial Planning firm with nearly $165,634,211 assets under management, offering retirement planning & investment advisory services to 446 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290254 |
| SEC# | 801-123534 |
| Assets Managed by Firm | $165,634,211 |
| No. of Clients | 446 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 446 | $165,634,211 |
| Individuals (other than high net worth individuals) | 358 | $59,748,609 |
| High net worth individuals | 30 | $32,144,399 |
| Pension and profit sharing plans | 58 | $73,741,203 |
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