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Andrea Michelle Whitmire

Investment Adviser Representative at GO Wealth Management

Gilbert, AZCRD #7770101Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrea Michelle Whitmire is an investment adviser representative with GO Wealth Management in Gilbert, AZ, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Kingswood Wealth Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.

Office

1757 E Baseline Road, Suite 137
Gilbert, AZ 85233

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/27/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

GO Wealth ManagementCurrent
5/3/2024 – Gilbert, AZ
Kingswood Wealth Advisors, LLC
7/12/2023 – 4/25/2024Gilbert, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kingswood Wealth Advisors, LLC
    Jun 2023 – Apr 2024Gilbert, AZ
  2. JW Financial Consulting
    Jul 2013 – no end date reportedGilbert, AZ
  3. Go Wealth Management
    Apr 2024 – no end date reportedEugene, OR

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About GO Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
2
Main office:
Eugene, OR
SEC file number:
801-123534

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 25, 2026

View full firm profile

Other advisors at GO Wealth Management

8 other advisors in the directory

View GO Wealth Management firm profile

Similar advisors in Gilbert, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrea Michelle Whitmire has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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