Go Invest provides portfolio management for individuals and small businesses and pension consulting.
Go Invest reports 4,277 clients. They include 3,297 pension and profit-sharing plans and 980 individuals. Of its assets, 100.0% ($889M across 4,277 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 7% |
| Pension and profit-sharing plans | 77% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 980 | $63.9M | 7.2% | $65.2K |
| Pension and profit-sharing plans | 3,297 | $825M | 92.8% | $250K |
| Total | 4,277 | $889M | 100% | $208K |
- Clients
- 980
- Regulatory AUM
- $63.9M
- AUM share
- 7.2%
- Avg. per client
- $65.2K
- Clients
- 3,297
- Regulatory AUM
- $825M
- AUM share
- 92.8%
- Avg. per client
- $250K
Total
- Clients
- 4,277
- Regulatory AUM
- $889M
- AUM share
- 100%
- Avg. per client
- $208K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Go Invest is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Retirego Inc owns 75% or more of Go Invest. The leadership team of Go Invest includes Chief Compliance Officer Paul Mallory. It has 1 employee.
Leadership
- Paul MalloryChief Compliance Officer
- Nathan BeckCEO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Nathan Donald Beck
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Go Invest LLC
Retirego Inc
Control person · since August 2022
Go Invest’s regulatory assets grew 47.6× from $18.7M (February 2021) to $889M (March 2026); clients rose from 152 to 4,277 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $889M | 4,277 | 1 | 1 |
| Mar 2025March 2025 | $421M | 18,497 | 1 | 1 |
| Mar 2024March 2024 | $149M | 9,306 | 1 | 1 |
| Feb 2023February 2023 | $47.1M | 468 | 1 | 1 |
| Apr 2022April 2022 | $43.1M | 424 | 1 | 1 |
| Feb 2021February 2021 | $18.7M | 152 | 1 | 1 |
Besides its headquarters, Go Invest has 0 offices, with 1 listed address in 1 state.
Utah · 1 listed address
- 8427 Old Bingham Hwy, Suite A, West JordanHQ
Contact and registration details
- Legal name
- Go Invest LLC
- Headquarters
- 8427 Old Bingham Hwy, Suite A, West Jordan, UT 84088
- Website
- goinvest.us
- Phone
- 801-614-4914
- SEC file
- 801-112971
- Structure
- Utah LLC
- Fiscal year end
- December
Go Invest’s named custodians for separately managed accounts are Matrix Trust ($888M, 100%) and Apex Direct ($574K, 0%). Go Invest does not have custody of client assets.
- Matrix TrustMatrix Trust Company · Denver, CO · $888M100%
- Apex DirectApex Direct · Dallas, TX · $574K0%
At year end, Go Invest’s separately managed accounts were mostly in funds (99%). Its reported 13F holdings for the quarter ended 30 June 2026 total $426M across 129 positions; the largest are Vanguard Index Fds (33.0%), Victory Portfolios II (27.8%) and iShares TR (12.7%).
What the accounts hold
- Funds99%
- Cash1%
Reported 13F holdings
- $426M
- Reported 13F value
- 129
- Positions
- 96.2%
- In the 10 largest
- +22.0%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs33.0%
- Victory Portfolios IIETF27.8%
- iShares TR · Rus 1000 Grw ETF12.7%
- New York Life Investments ETETF10.6%
- Vanguard Index Fds · Growth ETF4.4%
- Vanguard BD Index Fds · Intermed Term2.2%
- Fidelity Covington TrustETF2.0%
- Vanguard World FDETF1.7%
- ETFS Gold TRETF1.0%
- Vanguard World FDETF0.7%
Together, the ten largest are 96.2% of reported value.
How many clients does Go Invest have?
Go Invest has 4,277 clients and manages $889 million for them, as of March 2026. They include 3,297 pension and profit-sharing plans and 980 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Go Invest offer?
Go Invest provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Go Invest use?
Go Invest’s separately managed account assets are held at Matrix Trust Company (Denver, CO), with $888M and Apex Direct (Dallas, TX), with $574K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Go Invest have?
Go Invest has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Go Invest invest in?
At the end of its last fiscal year, Go Invest’s separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Go Invest?
Go Invest’s direct owner is Retirego Inc (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Go Invest get paid?
Go Invest is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Go Invest?
Go Invest’s main office is at 8427 Old Bingham Hwy, Suite A, West Jordan, UT 84088. Its phone number is 801-614-4914. Its website is goinvest.us.