Skip to content

GoldLine Wealth ManagementFinancial advisor in Fullerton, CA

GoldLine Wealth Management is a financial advisor at 201 N Harbor Blvd Suite 100, Fullerton, CA 92832, ranked #12 of 143 wealth managers in Fullerton and rated 5.0 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fullerton, CAUpdated 0 paid placements in any rankingHow we rank

Call (714) 209-2713Website ↗

Key facts

Key facts about GoldLine Wealth Management
Address201 N Harbor Blvd Suite 100, Fullerton, CA 92832Get directions
Phone(714) 209-2713
Websitegoldlinewealthmanagement.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Financial Plannersadditional Google category
  • Investment Advisorsadditional Google category

Service area

Serves Fullerton and 11 towns within 25 miles: Anaheim, Placentia, Brea, Buena Park, La Habra, La Mirada, Stanton, Yorba Linda, Garden Grove, Orange and La Palma.

Based in Fullerton, CAView on map

Opening hours

Opening hours for GoldLine Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about GoldLine Wealth Management

How is GoldLine Wealth Management ranked in Fullerton?

GoldLine Wealth Management is ranked #12 of 143 wealth managers in Fullerton by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are GoldLine Wealth Management’s hours?

GoldLine Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does GoldLine Wealth Management serve?

Serves Fullerton and 11 towns within 25 miles: Anaheim, Placentia, Brea, Buena Park, La Habra, La Mirada, Stanton, Yorba Linda, Garden Grove, Orange and La Palma. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about GoldLine Wealth Management?

GoldLine Wealth Management has a rating of 5.0 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact GoldLine Wealth Management?

Call GoldLine Wealth Management on (714) 209-2713. The business is at 201 N Harbor Blvd Suite 100, Fullerton, CA 92832. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own GoldLine Wealth Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

GoldLine Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
GoldLine Wealth Management (this business)—665.0 (13)NoNo
Mosley Wealth Management#10674.9 (35)NoNo5.1 mi
OC Wealth Coach#11665.0 (29)NoNo10.3 mi
Evermont Wealth#13655.0 (43)NoNo19.6 mi

See all 143 ranked wealth managers in Fullerton