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GO WEALTH MANAGEMENT
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD 290254 · SEC 801-123534
4710 VILLAGE PLAZE LOOP, SUITE 240, EUGENE, OR, 97401, United States
Phone
541-338-7631
Fax
541-338-7639
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.4M
Discretionary AUM
$208.1M
Team
9 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $69.9M |
| High net worth individuals | 42 | $52.1M |
| Pension/profit sharing plans | 62 | $86.4M |
States served
AZ, CA, ID, LA, NC, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD