GO WEALTH MANAGEMENT

Legal name: O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

CRD 290254File 801-123534

APPROVED

Retail clients

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$208.4M

Below cohort median (national)

Discretionary AUM

$208.1M

Non-discretionary $290K

Clients

519

519 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Mar 25, 2022
Principal office: 4710 VILLAGE PLAZE LOOP, SUITE 240, EUGENE, OR, 97401
Phone: 541-338-7631
Website: https://www.facebook.com/pages/OConnell-Investment-Insurance-Services/531558763697934

Assets & accounts

ADV Item 5F

Total regulatory AUM: $208.4M
Discretionary AUM: $208.1M
Non-discretionary AUM: $290K
Discretionary accounts: 517
Non-discretionary accounts: 2
Total accounts: 519
AUM per client: $402K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$52.1M
Pension and profit sharing plans	62	$86.4M
Individuals (other than high net worth individuals)	415	$69.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.