Data / Investment advisers / California / Corinthian Wealth Management
Corinthian Wealth Management, San Jose, CA: $132 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Corinthian Wealth Management is an SEC registered investment adviser with its main office in San Jose, California and reports $132 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 312196
- SEC file number
- 801-136850
- SEC status
- Approved, effective July 23, 2026
- Legal name
- Corinthian Wealth Management, Inc.
- Main office
- 1625 the Alameda Suite 308, San Jose, CA 95126
- Phone
- (408) 995-0915
- Regulatory AUM
- $131,665,540 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $126,154,818
- Non discretionary AUM
- $5,510,722
- Accounts
- 352
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 189 | $131.7 million |
Other advisers in San Jose
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TTP Investments, Inc. | San Jose | $570.6 million | Not listed | adviserinfo.sec.gov |
| Potentia Wealth | San Jose | $569.1 million | Not listed | adviserinfo.sec.gov |
| Retirement Capital Strategies, Inc. | San Jose | $305.2 million | Not listed | adviserinfo.sec.gov |
| DWR Wealth Management, LLC | San Jose | $221.2 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Advisors, LLC | San Jose | $178.3 million | Not listed | adviserinfo.sec.gov |
| Nim Wealth Solutions | San Jose | $116.8 million | Not listed | adviserinfo.sec.gov |
| Align Wealth Management, LLC | San Jose | $116.7 million | Not listed | adviserinfo.sec.gov |
| Heckman Financial & Insurance Services, Inc. | San Jose | $116.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Jose, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Corinthian Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.