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CORINTHIAN WEALTH MANAGEMENT

SAN JOSE, CA · CRD 312196 · IAPD ↗ · 408-995-0915

$131.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — CORINTHIAN WEALTH MANAGEMENT (SAN JOSE, CA) is newly SEC-registered with $131.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.