← Back to searchVisit website
CORINTHIAN WEALTH MANAGEMENT
CORINTHIAN WEALTH MANAGEMENT, INC.
CRD 312196 · SEC 801-120513
1625 THE ALAMEDA, SUITE 308, SAN JOSE, CA, 95126, United States
Phone
408-995-0915
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$115.5M
Discretionary AUM
$109.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $115.5M |
All web addresses on file
Official SEC filing: View on IAPD