Corcoran Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Corcoran Wealth Management LLC is a small independent advisory firm that serves individuals and high‑net‑worth clients, managing about $3.54 million for roughly 50 clients as of August 25, 2026. The firm provides discretionary asset management, financial planning and consulting, and facilitates third‑party managed account relationships.
The firm typically manages assets on a discretionary basis, building portfolios around each client’s goals, time horizon and risk tolerance and using a mix of fundamental, technical, charting and cyclical analysis. Accounts are reviewed at least quarterly and the firm recommends and monitors third‑party managers when appropriate, acting as a liaison and delivering the third parties’ disclosure materials.
Noteworthy features include an affiliated insurance business through which the firm’s principal devotes approximately half of her time and may receive commissions for insurance products; this arrangement and its conflicts are disclosed in the brochure. The firm also maintains a formal referral and fee‑sharing relationship with a third‑party manager (Gradient Investments), including an incentive schedule tied to AUM thresholds, which is disclosed to clients.
Client services
Expertise
Fee options
Financial planning flat fees between $500 and $1,000 depending on complexity.
$0 - $10,000: Flat fee: $75.00 annually $10,000.01 - $50,000: 1.50% annually $50,000.01 - $100,000: 1.35% annually $100,000.01 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.10% annually $1,000,000.01+: 1.00% annually
Insurance products sold by the principal who is a licensed insurance agent, receiving commissions.
Financial planning services offered at $250 per hour.
Account minimum: $2,500 Minimum fee: Flat fee of $75.00 annually for accounts $0 to $10,000. Fee-only: Financial planning fees charged hourly ($250/hour) or fixed fee between $500 and $1,000.
Main office
Temecula CA
Advisors at this office
1
Most active in
Arizona · California · Texas
Also doing business as
Corcoran Wealth Management · Corcoran Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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