GOAL LINE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2020

Total AUM

$85.8M

Discretionary

$71.6M

83% of AUM

Avg account

$394K

Accounts

218

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 305986
Registered since: January 3, 2020
Website: www.goallinewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.75%
Pension & Profit Sharing Plans17.05%
Individuals9.19%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Goal Line Wealth Management, Inc. is an independent, owner-operated registered investment adviser formed in 2020 that serves individual, family and select institutional clients. The firm acts as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker, which it uses to add insurance and annuity solutions into client plans. Investment activity is centered on equities: the firm shows a clear preference for liquid, exchange-traded securities and builds portfolios that rely heavily on those instruments. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Goal Line is not listed as an active ESG investor and its structure is that of a single-state, independent RIA.