{
  "crd_number": 290254,
  "slug": "go-wealth-management-eugene-or-290254",
  "primary_business_name": "GO WEALTH MANAGEMENT",
  "legal_name": "O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC",
  "dbas": [
    "PACIFIC CREST WEALTH MANAGEMENT"
  ],
  "city": "Eugene",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "21660",
  "metro": {
    "cbsa_code": "21660",
    "common_name": "Eugene",
    "msa_name": "Eugene-Springfield, OR",
    "path": "/advisors/or/eugene"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-25",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 208438586.0,
  "raum_discretionary": 208148246.0,
  "raum_non_discretionary": 290340.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 69933208.0,
      "count": 415
    },
    "pension_profit_sharing": {
      "raum": 86438586.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 52066792.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "LA",
    "NC",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/pages/OConnell-Investment-Insurance-Services/531558763697934",
    "https://goinvestmentsvcs.com",
    "https://gowealthgroup.com",
    "https://linkedin.com/company/gowealthmanagement",
    "https://pacificcrestwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290254",
  "city_as_filed": "EUGENE",
  "url": "https://advisorcensus.com/firm/go-wealth-management-eugene-or-290254",
  "display_name": "Go Wealth Management",
  "summary": "Go Wealth Management is an SEC-registered investment advisory firm in Eugene, OR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Go Wealth Management (CRD 290254): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Go Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Go Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Go Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Hourly rate: $265 an hour (consulting services for clients who need advice on a limited…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Go Wealth Management located?",
      "a": "Go Wealth Management's principal office is in Eugene, OR, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Go Wealth Management registered with the SEC or a state?",
      "a": "Go Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 290254."
    },
    {
      "q": "How much does Go Wealth Management manage?",
      "a": "Go Wealth Management reports $208,438,586 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Go Wealth Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Go Wealth Management: Regulatory assets under management: $112,566,907 in the October 2022 data and $208,438,586 in the October 2026 data, up 85%. Total employees: 6 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Go Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (415); pension and profit sharing plans (but not the plan participants or government pension plans) (62); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Go Wealth Management use?",
      "a": "Go Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Go Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290254"
    },
    {
      "q": "Does Go Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"We do not have a minimum initial account value for opening accounts.\""
    },
    {
      "q": "What changed in Go Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $165,634,211 to $208,438,586 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 112566907.0,
      "total_employees": 6,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 108928654.0,
      "total_employees": 6,
      "filing_date": "2023-05-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 121770792.0,
      "total_employees": 7,
      "filing_date": "2024-04-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 165634211.0,
      "total_employees": 9,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 208438586.0,
      "total_employees": 9,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $165,634,211 to $208,438,586 (+26%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AR, VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $265 an hour (consulting services for clients who need advice on a limited…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum initial account value for opening accounts."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $265 an hour (consulting services for clients who need advice on a limited…)"
        ],
        "quotes": [
          "GO Wealth will negotiate consulting fees with you up to $265/ hour. Fees vary based on the extent and complexity of the consulting project. Fees are negotiated and you will be billed as services are rendered."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 265.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting services for clients who need advice on a limited scope of work"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum initial account value for opening accounts.",
      "GO Wealth will negotiate consulting fees with you up to $265/ hour. Fees vary based on the extent and complexity of the consulting project. Fees are negotiated and you will be billed as services are rendered."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/go-wealth-management-eugene-or-290254.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 415,
      "fewer_than_5": false,
      "raum": 69933208.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 52066792.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 86438586.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290254",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}