{"url":"https://nivawealth.com/firms/corinthian-wealth-management-312196","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312196","regulatoryAum":131665540,"crd":"312196","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7283608","suffix":null,"lastName":"Deras Sosa","firstName":"Claudia","middleName":"Elizabeth"},{"crd":"6197984","suffix":null,"lastName":"TOMASELLO","firstName":"ELEONORA","middleName":"JOVEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-07","regulatoryAum":100000000,"clients":55,"employees":3,"offices":1},{"filedOn":"2022-02-23","regulatoryAum":104270715,"clients":305,"employees":3,"offices":1},{"filedOn":"2026-07-29","regulatoryAum":131665540,"clients":189,"employees":3,"offices":1}],"secFileNumber":"801-136850","legalName":"Corinthian Wealth Management, Inc.","displayName":"Corinthian Wealth Management","slug":"corinthian-wealth-management-312196","website":"https://corinthianwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/corinthian-wealth-management/","founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"1625 the Alameda, Suite 308","city":"San Jose","state":"CA","stateName":"California","country":"United States","postalCode":"95126"},"tradeNames":[],"registration":{"secApproved":"23 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":696643.0687830688,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":131665540,"discretionary":126154818,"discretionaryAccounts":302,"nonDiscretionary":5510722,"nonDiscretionaryAccounts":50,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":189,"regulatoryAum":131665540}],"feePrograms":[{"role":"other","program":"Comprehensive Financial Planning","summary":"Comprehensive financial planning fees typically range from $3,000 to $12,000 per plan; hourly rates range from $300 to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053213","versionId":1053213,"submittedOn":"2026-07-29","documentName":"2A BROCHURE CORINTHIAN 7.26"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:51:03.734708+00:00","documents":[{"name":"2A BROCHURE CORINTHIAN 7.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053213","versionId":1053213,"submittedOn":"2026-07-29"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049629","versionId":1049629,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049628","versionId":1049628,"submittedOn":null}]},"custodians":[],"custodyNote":"Corinthian Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Eleonora Tomasello","title":"CEO, CCO","crd":"6197984"}],"ownership":[{"label":"Eleonora Tomasello","detail":"Ceo, cco in the 75% or more ownership band and a control person, since January 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1625 the Alameda, Suite 308","city":"San Jose","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"408-995-0915","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":85},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":5},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"29 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312196/PDF/312196.pdf","brochureDate":"29 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053213","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Corinthian Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Corinthian Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Corinthian Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Corinthian Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Corinthian Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Corinthian Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Corinthian Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}