GOAL LINE WEALTH MANAGEMENT, INC.

GOAL LINE WEALTH MANAGEMENT, INC. of SOLANA BEACH, CA is an SEC-registered investment adviser (CRD 305986). Regulatory assets under management: $85.8M.

Registration

• CRD: 305986
• SEC file number: 801-117874
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305986 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search