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CORCORAN WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in CA
#5,030
of 5,480 advisers by AUM
Average account
$71K
across 50 accounts
AUM per adviser
$4M
1 advisers
Filing history
1
filings since 2012

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM
$4M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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-5.6% 1Y
NI ADVISORS
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TRUSTED PATH WEALTH MANAGEMENT, LLC
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MOORE, RONALD KEITH
$4M
LIU, JACK, XIAOSUI
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BALL, BRADLEY MAURICE
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