CRD: 312196
Corinthian Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-02-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 26, 2023 and July 29, 2026, reported AUM increased 56.0%, from $84.4M to $131.7M.
Across 4 reported observations, AUM increased 31.7% between September 20, 2021 and July 29, 2026, from $100.0M to $131.7M.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 3 advisory representatives and 189 clients, or 63 clients per representative. That equates to $696.6K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ELEONORA JOVEL TOMASELLO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6197984
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Claudia Elizabeth Deras Sosa
--
- CRD
- #7283608
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,154,818 | $417,731 |
| Non-Discretionary | $5,510,722 | $110,214 |
| Total | $131,665,540 | $374,050 |
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Separately Managed Accounts
SMA allocation detail is available
Corinthian Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.