Corinthian Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Corinthian Wealth Management reports 189 individuals. Of its assets, 95.8% ($126M across 302 accounts) are managed with discretion; $5.51M across 50 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 189 | $132M | 100.0% | $697K |
| Total | 189 | $132M | 100% | $697K |
- Clients
- 189
- Regulatory AUM
- $132M
- AUM share
- 100.0%
- Avg. per client
- $697K
Total
- Clients
- 189
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $697K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Corinthian Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Comprehensive financial planning fees typically range from $3,000 to $12,000 per plan; hourly rates range from $300 to $500.
Eleonora Tomasello owns 75% or more of Corinthian Wealth Management. It has 3 employees.
Leadership
- Eleonora TomaselloCEO, CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Corinthian Wealth Management, Inc.
Eleonora Tomasello
Control person · since January 2021
Corinthian Wealth Management’s regulatory assets grew from $100M (April 2021) to $132M (July 2026); clients rose from 55 to 189 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $132M | 189 | 3 | 1 |
| February 2022 | $104M | 305 | 3 | 1 |
| April 2021 | $100M | 55 | 3 | 1 |
Besides its headquarters, Corinthian Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1625 the Alameda, Suite 308, San JoseHQ
Contact and registration details
- Legal name
- Corinthian Wealth Management, Inc.
- Headquarters
- 1625 the Alameda, Suite 308, San Jose, CA 95126
- Website
- corinthianwealth.com
- Phone
- 408-995-0915
- @corinthian-wealth-management
- SEC file
- 801-136850
- Structure
- California corporation
- Fiscal year end
- December
Corinthian Wealth Management does not have custody of client assets.
At year end, Corinthian Wealth Management’s separately managed accounts were mostly in stocks (85%) and bonds (10%).
What the accounts hold
- Stocks85%
- Bonds10%
- U.S. government and agency bonds5%
- State and local bonds5%
- Cash5%
How many clients does Corinthian Wealth Management have?
Corinthian Wealth Management has 189 clients and manages $132 million for them, as of July 2026. They include 189 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Corinthian Wealth Management offer?
Corinthian Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Corinthian Wealth Management have?
Corinthian Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Corinthian Wealth Management invest in?
At the end of its last fiscal year, Corinthian Wealth Management’s separately managed accounts held 85% exchange-traded equities, 5% U.S. government and agency bonds, 5% state and local bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Corinthian Wealth Management?
Corinthian Wealth Management’s direct owner is Eleonora Tomasello (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Corinthian Wealth Management get paid?
Corinthian Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Corinthian Wealth Management?
Corinthian Wealth Management’s main office is at 1625 the Alameda, Suite 308, San Jose, CA 95126. Its phone number is 408-995-0915. Its website is corinthianwealth.com.