← Directory
GO INVEST LLC
CRD 291884File 801-112971
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$889.0M
Above cohort median (national)
Discretionary AUM
$889.0M
Clients
4,277
4,277 accounts
Employees
1
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 27, 2018
- Principal office
- 8427 OLD BINGHAM HWY, SUITE A, WEST JORDAN, UT, 84088
- Phone
- 801-614-4914
- Website
- HTTP://WWW.GOINVEST.US/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $889.0M
- Discretionary AUM
- $889.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,277
- Non-discretionary accounts
- 0
- Total accounts
- 4,277
- AUM per client
- $208K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 3,297 | $825.2M |
| Individuals (other than high net worth individuals) | 980 | $63.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11This 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.