CORINTHIAN WEALTH MANAGEMENT
CORINTHIAN WEALTH MANAGEMENT, INC. Legal Name
Adviser information for CORINTHIAN WEALTH MANAGEMENT last updated from Form ADV on June 26th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 303 | $82.7M |
| Non-Discretionary | 3 | $1.7M |
| Total | 306 | $84.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 306 | $84.4M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120513 |
|---|---|
| SEC ERA File Number | 801-120513 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312196 |
| Legal Entity Identifier | None |
Principal Office
1625 THE ALAMEDASUITE 308
SAN JOSE
CA
United States
Monday - Friday, 9-5
Tel: 408-995-0915, Fax: None
Chief Compliance Officer
ELEONORA TOMASELLO
1625 THE ALAMEDA SUITE 308
SAN JOSE
CA
United States
Tel:
408-995-0915
E*********@*******************M
(Full email address available in API data)
Regulatory Contact
GREG SYLER
2054 43RD AVE
SAN FRANCISCO
CA
United States
Tel:
415-608-6814
G***@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOMASELLO, ELEONORA, JOVEL | Individual | – | CEO, CCO | 01/2021 | 50-75% |
| SAMUELS, DAVID, STEVEN | Individual | – | CIO | 01/2021 | 25-50% |