C
$115.5M Total AUM
$109.1M Disc. AUM
-- 3Y CAGR
3 Employees
189 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital optimaElement element
- Established Date
- 07-02-2021
- Office Locations
- 1
Office Locations
1625 THE Alameda Suite 308 SAN Jose CA
About Corinthian Wealth Management
Corinthian Wealth Management is a San Jose, CA RIA serving families with holistic financial planning and investment management, including tax, estate, insurance, charitable, and college planning. Portfolios emphasize ETF-based asset allocation and risk management with some fixed income; custody includes Charles Schwab. Prospects can start with the firm’s Financial Wellness Self-Assessment Wheel.
Team overview
57 AVG AGE
$38.5M AVG AUM / ADVISOR
$611.1K AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Ember vertex
Custodian
Glacier Meridian bridge Signal Alpha oak
Investment Themes
Radial Foundation Alpha vertex
Investment Vehicles
Prime
Services
Value Fusion Zenith Capital harbor Matrix meridian Alpha alpha Harbor Catalyst Pathway
Technology
North Beacon
Owner & Executives
ELEONORA JOVEL TOMASELLO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6197984
- Ownership
- 75% or more
(798) 449-1752
vector.frontier@vectorcapital.com
in linkedin.com/in/ridge-vital
Showing 1 of 1 owners & executives
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Claudia Elizabeth Deras Sosa
--
- CRD
- #7283608
(944) 578-7446
signal.capital@pioneercapital.com
in linkedin.com/in/frontier-prime
P
Pham Thao An Nguyen
--
- CRD
- #8032158
(548) 207-7869
pathway.timber@glaciercapital.com
in linkedin.com/in/delta-meridian
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,087,694 | $273,102 |
| Non-Discretionary | $6,408,751 | $552,666 |
| Total | $115,496,445 | $275,842 |
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Separately Managed Accounts
Total SMA Asset: $115,496,445
Equity - Exchange:
13.1% Cash:
30.5% Municipal Bonds:
34.2% U.S. Government/Agency:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $305,661,025 | 13.1% |
| Cash | $711,653,531 | 30.5% |
| Municipal Bonds | $797,985,271 | 34.2% |
| U.S. Government/Agency | $517,990,439 | 22.2% |
| Total | $2,333,290,266 | 100.0% |