Corinthian Wealth Management, Inc.
CRD 312196SEC# 801-136850San Jose, CA
No longer SEC-registered. Corinthian Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$131.7M
Employees
3
Accounts
352
Location
San Jose, CA
Corinthian Wealth Management, Inc. assets under management
Corinthian Wealth Management, Inc. is an SEC-registered investment adviser based in San Jose, CA. It reports $131.7 million in regulatory assets under management and employs 3 people.
Corinthian Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eleonora Jovel Tomasello Control | Ceo, Cco | Over 75% | 2021 |
Frequently asked questions
How much does Corinthian Wealth Management, Inc. manage?
Corinthian Wealth Management, Inc. reports $131.7 million in regulatory assets under management on its Form ADV.
How many employees does Corinthian Wealth Management, Inc. have?
Corinthian Wealth Management, Inc. reports 3 employees.
Where is Corinthian Wealth Management, Inc. located?
Corinthian Wealth Management, Inc. is based in San Jose, CA.
Does Corinthian Wealth Management, Inc. disclose fund performance?
Corinthian Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1625 the Alameda, Suite 308, San Jose, CA 95126 |
| Office hours | 9-5 |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$131.7Mregulatory AUM
Discretionary $126.2MNon-discretionary $5.5M