A. Description of the Advisory Firm Corinthian Wealth Management, INC is a corporation organized in the state of California. Dave Samuels founded Corinthian Wealth Management, LLC in January of 2007. It became a corporation in September 2014 and its current principal owners are David Samuels and Eleonora Tomasello. It is seeking registration in the State of California as a Registered Investment Advisor (RIA). B. Types of Advisory Services Corinthian Wealth Management, INC offers the following services to advisory clients: Investment Supervisory Services Corinthian Wealth Management offers ongoing portfolio management services and financial planning services for individuals and small businesses based on the individual goals, objectives, time horizon, tax status, liquidity needs and risk tolerance of each client. Corinthian Wealth Management creates an Investment Profile for each client, which outlines the client’s current situation (income, tax and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation relative to current market dynamics. Investment Supervisory Services include, but are not limited to, the following:
• Investment Strategy Creation
• Asset Allocation Determination
• Regular Portfolio Monitoring
• Personal Investment Policy Development
• Financial Planning
• Portfolio Planning, Execution and Monitoring Corinthian Wealth Management has discretionary authority from clients to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is provided to each client. In addition, Corinthian Wealth Management may invest a portion of a client’s portfolio(s) with another specialist investment-advisor or strategist that it oversees under its discretionary authority. Corinthian Wealth Management also maintains non-discretionary accounts. For this type of account all account activity will be done only on the expressed instruction of the client. CWM_ADV_2A_06.07.2023 6 Services Limited to Specific Types of Investments Corinthian Wealth Management generally limits its money management selection to mutual funds, individual equities, individual bonds, options, and ETF’s (Exchange traded funds), ETN’s (Exchange traded notes)- (including leveraged and inverse). Corinthian Wealth Management may use other types of securities as well to help diversify a portfolio when applicable. Financial Planning Services Corinthian Wealth Management provides a variety of financial planning services to individuals and families, pursuant to a written financial planning agreement. Services are offered in several areas of a client’s financial situation, depending on their goals, objectives, and financial situation. Clients may choose a one-time financial plan prepared for a pre-determined fee or may choose to engage Corinthian Wealth Management on an ongoing basis. Generally, A financial plan is designed to help you with all or most aspects of financial planning. Such financial planning services will involve preparing a financial plan based on the Client’s financial goals and objectives. This planning may encompass one or more areas of need, including, but not limited to

investment planning, retirement planning, personal savings, education savings, insurance needs and other areas of a client’s financial situation. Your Financial plan may include, but not limited to a net worth statement, cash flow statement, a review of investment accounts and asset allocation analysis. A financial plan developed for the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence, or alter retirement savings, establish education savings and/or charitable giving programs. Corinthian Wealth Management may also refer Clients to an accountant, attorney, or another specialist, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans are typically completed within six months of contract date, assuming all information and documents requested are provided promptly. Financial planning recommendations may pose a potential conflict between the interests of the Advisor and the interests of the Client. For example, a recommendation to engage the Advisor for investment management services or to increase the level of investment assets with the Advisor would pose a conflict, as it would increase the advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. CWM_ADV_2A_06.07.2023 7 C. Client Tailored Services and Client Imposed Restrictions Corinthian Wealth Management offers the same suite of services to all clients. However, specific client financial plans and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches objectives, restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent Corinthian Wealth Management from properly servicing the client account, or if the restrictions would require Corinthian Wealth Management to unreasonably deviate from its standard suite of services, Corinthian Wealth Management reserves the right to end the relationship. D. Wrap Fee Program A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and any other administrative fees. Corinthian Wealth Management does not participate in any wrap fee programs. E. Assets Under Management Corinthian Wealth Management has the following approximate assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 82,749,778 $1,657,998 March 2023 CWM_ADV_2A_06.07.2023 8