RIA Intel›Advisers›California›CORINTHIAN WEALTH MANAGEMENT, INC.

CORINTHIAN WEALTH MANAGEMENT, INC.

Advisory

N·SAN JOSE, CA

Data as of Jun 26, 2023 · Source: SEC Form ADV

Total AUM

$132M

1-Year AUM Growth

-19.1%

3-Year CAGR

-7.2%

Employees

3

Assets Under Management

Total AUM$132M

Discretionary AUM$126M

Non-Discretionary AUM$6M

Discretionary %95.8%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingFeb 11, 2021

Latest FilingJun 26, 2023

🔒 Full AUM trend chart and 14 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORINTHIAN WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.