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GO WEALTH MANAGEMENT

EUGENE, OR · CRD 290254 · IAPD ↗ · 541-338-7631

$208.4MRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — GO WEALTH MANAGEMENT reported RAUM up 26% ($165.6M -> $208.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2025 — GO WEALTH MANAGEMENT reported RAUM up 36% ($121.8M -> $165.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — GO WEALTH MANAGEMENT grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
May 2024 — GO WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — GO WEALTH MANAGEMENT added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
February 2024 — GO WEALTH MANAGEMENT changed its website from goinvestmentsvcs.com to gowealthgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.