Corinthian Wealth Management
Firm details
- Headquarters
- San Jose, California
- CRD number
- 312196
- Registered since
- July 23, 2026
- 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, 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
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
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
Similar firms
NIM Wealth Solutions
RIASan Jose, CA
Align Wealth Management, LLC
RIASan Jose, CA
Heckman Financial & Insurance Services, Inc.
RIASan Jose, CA
Legacy Wealth Advisors, LLC
RIASan Jose, CA
DWR Wealth Management, LLC
RIASan Jose, CA
Firsthand Capital Management, Inc.
RIASan Jose, CA