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GOAL LINE WEALTH MANAGEMENT, INC.

CRD 305986 · SEC 801-117874

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$85.8M

Discretionary AUM

$71.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals21$7.9M
High net worth individuals47$63.3M
Pension/profit sharing plans9$14.6M

All web addresses on file

Official SEC filing: View on IAPD