Investment adviser · CRD 290254
GO WEALTH MANAGEMENT
Investment adviser filing (IA)
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
EUGENE, OR, United States · Form ADV filed Feb 25, 2026
- Regulatory AUM
- $208M Form ADV · Item 5.F
- Client accounts
- 519 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 62 | $86,438,586 | 41.5% |
| Individuals | 415 | $69,933,208 | 33.6% |
| High-net-worth individuals | 42 | $52,066,792 | 25.0% |
Filing source
Form ADV 2055121 · Feb 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4710 VILLAGE PLAZE LOOP, SUITE 240EUGENE, OR, 97401, United States
CRD 290254
Filing source
Form ADV 2055121 · Feb 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.