Corinthian Wealth Management
Firm details
- Headquarters
- San Jose, California
- CRD number
- 312196
- Registered since
- March 15, 2021
- Website
- www.corinthianwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Eleonora Tomasello
President, CEOCRD 6197984
Contacts
1 of 1
Claudia Deras Sosa
Associate, Financial AdvisorCRD 7283608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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