# Go Wealth Management

> 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.

- CRD: 290254
- Filed as: GO WEALTH MANAGEMENT
- Legal name: O'Connell Investment and Insurance Services, LLC
- Also doing business as: PACIFIC CREST WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290254
- AdvisorCensus page: https://advisorcensus.com/firm/go-wealth-management-eugene-or-290254

## Quick answers

**How is Go Wealth Management compensated?**
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).

**How much does Go Wealth Management charge?**
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.

**Where is Go Wealth Management located?**
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).

**Is Go Wealth Management registered with the SEC or a state?**
Go Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 290254.

**How much does Go Wealth Management manage?**
Go Wealth Management reports $208,438,586 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Go Wealth Management's assets and staff changed since 2022?**
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.

**What types of clients does Go Wealth Management serve?**
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).

**Which custodians does Go Wealth Management use?**
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.

**Does Go Wealth Management report any disciplinary disclosures?**
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

**Does Go Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We do not have a minimum initial account value for opening accounts."

**What changed in Go Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $165,634,211 to $208,438,586 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> We do not have a minimum initial account value for opening accounts.

- Hourly rate: $265 an hour (consulting services for clients who need advice on a limited…)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $208,438,586
- Discretionary: $208,148,246
- Non-discretionary: $290,340

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 415 | $69,933,208 |
| High net worth individuals | 42 | $52,066,792 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 62 | $86,438,586 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, LA, NC, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Gilbert, AZ

### Websites listed on Form ADV (Item 1.I)
- goinvestmentsvcs.com
- gowealthgroup.com
- pacificcrestwealth.com
- Facebook @OConnell-Investment-Insurance-Services
- LinkedIn @gowealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,566,907 | 6 | March 21, 2022 |
| October 2023 | $108,928,654 | 6 | May 30, 2023 |
| October 2024 | $121,770,792 | 7 | April 16, 2024 |
| October 2025 | $165,634,211 | 9 | June 18, 2025 |
| October 2026 | $208,438,586 | 9 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $165,634,211 to $208,438,586 (+26%).

### January 2026
- No longer registered or notice-filed in AR, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Go Wealth Management (CRD 290254): Form ADV filing data as of October 2026.