# GOAL LINE WEALTH MANAGEMENT, INC.

GOAL LINE WEALTH MANAGEMENT, INC. of SOLANA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 305986
- Type: SEC-registered investment adviser
- SEC file number: 801-117874
- Location: 674 VIA DE LA VALLE, SUITE 116, SOLANA BEACH, CA, 92075
- Phone: (858) 457-0606
- Latest filing: 2026-03-12
- Regulatory AUM: $85.8M
- Discretionary AUM: $71.6M
- Non-discretionary AUM: $14.2M
- Clients: 1
- Accounts: 218

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| DI VIRGILIO JOSEPH | MANAGING PARTNER / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305986/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305986/similar
- Related entities: https://search.stillhousedata.com/firm/305986/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305986

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.