This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2017
- Office Locations
- 7
Office Locations
About GO Wealth Management
Pacific Crest Wealth Management is an Oregon-based advisory team providing personalized wealth management, portfolio development/maintenance, and holistic financial planning. The firm emphasizes retirement planning, estate planning, and trust services, pairing tax-aware strategies with investment alignment to long-term goals and coordinating with clients’ attorneys on trust/estate implementation. Advisors include CFP® professionals; custody is through Charles Schwab, with managerial/compliance oversight via GO Wealth Management.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GWENDOLYN SUE O'CONNELL
Chief Compliance Officer, President, Registered Investment Advisor
- CRD
- #4326521
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER LYNN BERRY
Financial Advisor
- CRD
- #6234644
COLLIN M BRYCE
--
- CRD
- #4793496
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,148,246 | $402,608 |
| Non-Discretionary | $290,340 | $145,170 |
| Total | $208,438,586 | $401,616 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing