This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$132MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$126M

Private client RAUM

$132MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$65.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

352

Individual clients

189

SEC number

801-136850

CRD

312196

Filings on the tape

18

First filed

Feb 11, 2021

Latest filed

Jul 29, 2026

Organised

Corporation, CA

• Occurred

  Mar 30, 2023
  Control person left

  Devin Richard Mackie (President) no longer on Schedule A of Corinthian Wealth Management (listed 2022-10-24, absent 2023-03-30)

  Form ADVobserved 5 days ago
• Occurred

  Feb 11, 2021
  First Form ADV filing

  Corinthian Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53b2cd75-08c9-9472-2ab1-709fb10f908b

First observed

Feb 11, 2021

Last observed

Jul 29, 2026 53 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.