This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Value atlasUnison
- Established Date
- 01-16-2020
- Office Locations
- 1
Office Locations
About Goal Line Wealth Management, Inc.
Goal Line Wealth Management is a Solana Beach, CA RIA providing holistic, goal-based financial planning and investment management, positioning itself as a “family CFO” for clients’ day-to-day and long-term money decisions. Led by former NFL player Curt DiGiacomo (CFP, CIMA, CPWA), the firm emphasizes credentialed advice, personalized guidance, and portfolio construction using mutual funds and ETFs; supports retail and institutional clients and can custody through Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CURT JOSEPH DI GIACOMO
Chief Compliance Officer, Managing Partner
- CRD
- #4532439
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,556,000 | -- |
| Non-Discretionary | $14,245,000 | -- |
| Total | $85,801,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $85,801,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,350,704,841 | 28.7% |
| Cash | $1,851,077,680 | 22.6% |
| U.S. Government/Agency | $3,988,826,682 | 48.7% |
| Total | $8,190,609,203 | 100.0% |