Corinthian Wealth Management

RIASEC RegisteredEst. 2026
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
July 23, 2026
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, individual-owned registered investment adviser that primarily serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and overseeing other advisers and external managers on client behalf. Its fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee engagements. The firm is not positioned as an ESG investor, does not market itself as a multi-state adviser, and does not list pension consulting or related-adviser services. FINTRX lists Corinthian as SEC-registered in 2026 and classifies it as an active capital allocator, which aligns with its stated role in sourcing outside managers for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Financial AdvisorCRD 7283608

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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