Corinthian Wealth Management

RIASEC RegisteredEst. 2021
Total AUM
$132M
Discretionary
$126M
96% of AUM
Avg account
$374K
Accounts
352
Employees
3
Advisory reps
2

Firm details

Headquarters
San Jose, California
CRD number
312196
Registered since
March 15, 2021
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Corinthian Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm is owner-operated and focuses on individual and family clients. Its offering blends financial planning with discretionary portfolio management for individuals and small businesses, plus selection of outside advisers when clients require access to third-party managers. Fees are charged via a mix of assets-under-management, hourly, and fixed-fee arrangements. Corinthian is identified as a capital allocator, but it does not self-identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, US Government Bonds 5%, State & Local Bonds 5%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Eleonora Tomasello

    Eleonora Tomasello

    President, CEOCRD 6197984

Contacts

1 of 1
  • Claudia Deras Sosa

    Claudia Deras Sosa

    Associate, Financial AdvisorCRD 7283608

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Jose, CA

Santa Clara

Location

San Jose, CA

Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
1625 The Alameda
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth