DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G• W••••• M•••••••••
Legal name O•••••••• I••••••••• A•• I•••••••• S•••••••• L••
Latest filing Feb 25, 2026
First filing on the tape Oct 9, 2017 · 24 filings
SEC status approved since Mar 25, 2022
RAUM
$208M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
59%
$122M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$23.2M
derived; firm RAUM over IAPD count
Employees
9
9 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$208M as of Feb 25, 2026
Mar 21, 2022$113M then
HNW client RAUM$52.1M as of Feb 25, 2026
Mar 21, 2022$29.5M then
State-registered IARs (5.B.3)9 as of Feb 25, 2026
Mar 21, 20226 then
Employees (5.A)9 as of Feb 25, 2026
Mar 21, 20226 then
Private funds: no history
RAUM +26% over the last fiscal year+24% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $23.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $401,616derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 41%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$86.4M41%
- Individuals$69.9M34%
- High-net-worth individuals$52.1M25%
- Individual clients
- 415reported
- HNW clients
- 42reported
- Pension plan clients
- 62reported
- Charitable clients
- n/areported
- Accounts
- 519reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.59 fund_share=0.0 institutional_share=0.41 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G•••••••• S•• O•••••••• | Eugene, Or | Nov 8, 2017 | 25 y | 3 |
| D•••• R• S•••• | Eugene, Or | Sep 22, 2020 | 18 y | 0 |
| M••• N• D••••• | Eugene, Or | Nov 30, 2021 | 28 y | 2 |
| C••••••••• L••• B•••• | Elmira, Or | May 30, 2023 | 14 y | 1 |
| B••••• S••••Certified Financial Planner | Eugene, Or | Mar 25, 2024 | 12 y | 4 |
| A••••• M••••••• W••••••• | Eugene, Or | May 3, 2024 | 13 y | 1 |
| C••••• M• B•••• | Gilbert, Az | May 3, 2024 | 22 y | 2 |
| D••••• L•••• W••••• | Eugene, Or | Jan 1, 2025 | 27 y | 4 |
| S••••• L••••• S•••••••Personal Financial Specialist | Eugene, Or | Jan 2, 2026 | 25 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- A•••••• R•••••• R••••• to A••••••••• W••••• P•••••••Aug 14, 2023 · RIA to RIA
Joined, latest
- S••••• L••••• S••••••• from A•••••• A••••••• S•••••••Jan 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- D••••• L•••• W••••• from S••••• C••••••• I•••Jan 1, 2025 · Other
- A••••• M••••••• W••••••• from K•••••••• W••••• A•••••••• L••May 3, 2024 · Affiliated broker-dealer or bank to independent RIA
- C••••• M• B•••• from S•••• W••••• P•••••••May 3, 2024 · RIA to RIA
- B••••• S•••• from N••• F•••••••• G••••• I•••Mar 18, 2024 · Affiliated broker-dealer or bank to independent RIA
- C••••••••• L••• B•••• from A•••••• A••••••• S•••••••May 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- M••• N• D••••• from T••••••••• F•••••••• A•••••••• L••Nov 30, 2021 · Affiliated broker-dealer or bank to independent RIA
- A•••••• R•••••• R••••• from R•••• • Y• I••••••••• A•••••••• L••Jun 27, 2020 · RIA to RIA
- G•••••••• S•• O•••••••• from C•••••••• F••••••••• I•••Nov 8, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- O••••••••• G••••••••• S•• · Managing Member, Chief Compliance Officercontrolsince 01/2014 · owns 75% or more
Related persons
Schedule D 7.A
- G• F•••••••• O••••••••• L••LP sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Eugene, Or · principal | 9 | 1 | 0 | ||
| Gilbert, Az | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Gilbert, AZ1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Feb 25, 2026institutional share of RAUM of 41% against a peer median of 0% (5678 comparable advisers, 98.0th percentile, 13.9 robust deviations)peers: independent wealth managers, $100M to $500M (5,678) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 446 to 519Jun 18, 2025 to Feb 25, 2026
- HNW clients · 30 to 42Jun 18, 2025 to Feb 25, 2026
- Individual clients · 358 to 415Jun 18, 2025 to Feb 25, 2026
- Pension plan clients · 58 to 62Jun 18, 2025 to Feb 25, 2026
- Discretionary RAUM · $165M to $208MJun 18, 2025 to Feb 25, 2026
- HNW RAUM · $32.1M to $52.1MJun 18, 2025 to Feb 25, 2026
- Individual RAUM · $59.7M to $69.9MJun 18, 2025 to Feb 25, 2026
- Non-discretionary RAUM · $305,635 to $290,340Jun 18, 2025 to Feb 25, 2026
- Pension RAUM · $73.7M to $86.4MJun 18, 2025 to Feb 25, 2026
- RAUM · $166M to $208MJun 18, 2025 to Feb 25, 2026
- Financial planning clients · 0 to 0Feb 17, 2025 to Jun 18, 2025
- Accounts · 368 to 446Dec 18, 2024 to Feb 17, 2025
- Advisory employees · 7 to 9Dec 18, 2024 to Feb 17, 2025
- HNW clients · 25 to 30Dec 18, 2024 to Feb 17, 2025
- Individual clients · 174 to 358Dec 18, 2024 to Feb 17, 2025
- Pension plan clients · 69 to 58Dec 18, 2024 to Feb 17, 2025
- Employees · 7 to 9Dec 18, 2024 to Feb 17, 2025
- State-registered IARs · 7 to 9Dec 18, 2024 to Feb 17, 2025
- Organization form · Limited Liability Company to CorporationDec 18, 2024 to Feb 17, 2025
- Discretionary RAUM · $121M to $165MDec 18, 2024 to Feb 17, 2025
- HNW RAUM · $32.4M to $32.1MDec 18, 2024 to Feb 17, 2025
- Individual RAUM · $19.5M to $59.7MDec 18, 2024 to Feb 17, 2025
- Non-discretionary RAUM · $314,372 to $305,635Dec 18, 2024 to Feb 17, 2025
- Pension RAUM · $69.8M to $73.7MDec 18, 2024 to Feb 17, 2025
- RAUM · $122M to $166MDec 18, 2024 to Feb 17, 2025
- Other offices · 3 to 5Mar 6, 2024 to Apr 16, 2024
- Accounts · 338 to 368Jan 5, 2024 to Mar 6, 2024
- Advisory employees · 6 to 7Jan 5, 2024 to Mar 6, 2024
- Advisory activities · 4 to 5Jan 5, 2024 to Mar 6, 2024
- HNW clients · 37 to 25Jan 5, 2024 to Mar 6, 2024
- Individual clients · 230 to 174Jan 5, 2024 to Mar 6, 2024
- Pension plan clients · 71 to 69Jan 5, 2024 to Mar 6, 2024
- Employees · 6 to 7Jan 5, 2024 to Mar 6, 2024
- Financial planning clients · 1-10 to 0Jan 5, 2024 to Mar 6, 2024
- State-registered IARs · 6 to 7Jan 5, 2024 to Mar 6, 2024
- Discretionary RAUM · $109M to $121MJan 5, 2024 to Mar 6, 2024
- HNW RAUM · $29.4M to $32.4MJan 5, 2024 to Mar 6, 2024
- Individual RAUM · $21.6M to $19.5MJan 5, 2024 to Mar 6, 2024
- Non-discretionary RAUM · $313,199 to $314,372Jan 5, 2024 to Mar 6, 2024
- Pension RAUM · $57.9M to $69.8MJan 5, 2024 to Mar 6, 2024
Signals
2 dated events
- A•••••• R•••••• R••••• left G• W••••• M••••••••• for A••••••••• W••••• P••••••• (registered 2023-09-21)Aug 14, 2023 · Advisor changed firm · fact
- O•••••••• I••••••••• A•• I•••••••• S•••••••• L•• filed its initial SEC registration (Form ADV)Oct 9, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gowealthmanagementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- gowealthgroup.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 541-338-7631reportedpublic record, Form ADV, Feb 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $23.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026