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Corinthian Wealth Management, Inc.

CRD 312196SEC# 801-136850San Jose, CA
Export (members)
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
NameTitleOwnershipSince
Eleonora Jovel Tomasello ControlCeo, CcoOver 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

Address1625 the Alameda, Suite 308, San Jose, CA 95126
Office hours9-5
Discloses disciplinary historyYes

Assets under management

Discretionary$126.2M
Non-discretionary$5.5M
Total (RAUM)$131.7M