# Corinthian Wealth Management

> Corinthian Wealth Management is an SEC-registered investment advisory firm in San Jose, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 312196
- Filed as: CORINTHIAN WEALTH MANAGEMENT
- Legal name: Corinthian Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312196
- AdvisorCensus page: https://advisorcensus.com/firm/corinthian-wealth-management-san-jose-ca-312196

## Quick answers

**How is Corinthian Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Corinthian Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Corinthian Wealth Management located?**
Corinthian Wealth Management's principal office is in San Jose, CA, according to its Form ADV.

**Is Corinthian Wealth Management registered with the SEC or a state?**
Corinthian Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312196.

**How much does Corinthian Wealth Management manage?**
Corinthian Wealth Management reports $131,665,540 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (96% discretionary).

**How have Corinthian Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Corinthian Wealth Management: Regulatory assets under management: $100,000,000 in the October 2021 data and $131,665,540 in the October 2026 data, up 32%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Corinthian Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189).

**Does Corinthian Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312196

**Does Corinthian Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated July 29, 2026 says: "Our account minimum is $150,000."

**What changed in Corinthian Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Account minimum: $150,000

> Our account minimum is $150,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $131,665,540
- Discretionary: $126,154,818
- Non-discretionary: $5,510,722

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $131,665,540 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- corinthianwealth.com
- Facebook @corinthianwealth
- LinkedIn @corinthian-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,000,000 | 3 | September 20, 2021 |
| October 2022 | $104,270,715 | 3 | February 23, 2022 |
| October 2026 | $131,665,540 | 3 | July 29, 2026 |

Regulatory assets under management: $100,000,000 in the October 2021 data and $131,665,540 in the October 2026 data, up 32%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corinthian Wealth Management (CRD 312196): Form ADV filing data as of October 2026.