CORINTHIAN WEALTH MANAGEMENT, INC.
Legal name: CORINTHIAN WEALTH MANAGEMENT
CRD #312196 SEC #801-120513 SAN JOSE, CA 408-995-0915
SEC Registered Disclosures
Total AUM
$84.4M
Discretionary
$82.7M
Employees
3
Clients
1
Accounts
306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $84.4M | $82.7M | $1.7M | 3 | 0 |
| Jun 2023 | $84.4M | $82.7M | $1.7M | 3 | 0 |
| Jun 2023 | $84.4M | $82.7M | $1.7M | 3 | 0 |
| May 2023 | $84.4M | $82.7M | $1.7M | 3 | 0 |
| Apr 2023 | $80.6M | $79.2M | $1.4M | 3 | 0 |
| Mar 2023 | $80.6M | $79.2M | $1.4M | 3 | 0 |
| Oct 2022 | $104.3M | $102.7M | $1.6M | 3 | 0 |
| Oct 2022 | $104.3M | $102.7M | $1.6M | 3 | 0 |
| Feb 2022 | $104.3M | $102.7M | $1.6M | 3 | 0 |
| Sep 2021 | $100M | $100M | $0 | 3 | 0 |
| Apr 2021 | $100M | $100M | $0 | 3 | 0 |
| Mar 2021 | $100M | $100M | $0 | 3 | 0 |
| Feb 2021 | $100M | $100M | $0 | 3 | 0 |
| Feb 2021 | $100M | $100M | $0 | 3 | 0 |
DateJun 2023
Total AUM$84.4M
Discretionary$82.7M
Non-Disc.$1.7M
Employees3
Clients0
DateJun 2023
Total AUM$84.4M
Discretionary$82.7M
Non-Disc.$1.7M
Employees3
Clients0
DateJun 2023
Total AUM$84.4M
Discretionary$82.7M
Non-Disc.$1.7M
Employees3
Clients0
DateMay 2023
Total AUM$84.4M
Discretionary$82.7M
Non-Disc.$1.7M
Employees3
Clients0
DateApr 2023
Total AUM$80.6M
Discretionary$79.2M
Non-Disc.$1.4M
Employees3
Clients0
DateMar 2023
Total AUM$80.6M
Discretionary$79.2M
Non-Disc.$1.4M
Employees3
Clients0
DateOct 2022
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees3
Clients0
DateOct 2022
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees3
Clients0
DateFeb 2022
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees3
Clients0
DateSep 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0