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GO INVEST LLC

WEST JORDAN, UT · CRD 291884 · IAPD ↗ · goinvest.us · 801-614-4914

$889.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — GO INVEST LLC notice-filed in MS, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — GO INVEST LLC crossed $500M in regulatory AUM ($420.9M -> $889.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — GO INVEST LLC notice-filed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VI, WA, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — GO INVEST LLC reported RAUM up 183% ($148.6M -> $420.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — GO INVEST LLC reported RAUM up 215% ($47.1M -> $148.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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