DESTINATION WEALTH MANAGEMENT
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1711 of mapped providers
Assets under administration$19.8B0.0%Market share · rank #658
Fees received$242,504Median $22,093/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DESTINATION WEALTH MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where DESTINATION WEALTH MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 6 | $21,127 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $129,159 |
Competitor overlap
Percent of DESTINATION WEALTH MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DESTINATION WEALTH MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | MERCER | $8.9B |
Plans lost in 2024
Appeared last year under DESTINATION WEALTH MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $10,360 | 1y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $25,818 | 3y | 1 |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $22,093 | 4y | 1 |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | $1.0B | 3,146 | $20,160 | 7y | - |
BAY MEDICAL MANAGEMENT, LLCCA · 680423282-005 | $209M | 428 | $8,226 | 10y | 1 |
CARL ZEISS VISION, INC.KY · 943189941-001 | $38M | 953 | $129,159 | 8y | - |
PACIFIC SERVICE CREDIT UNIONCA · 946061277-001 | $35M | 198 | $26,688 | 9y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (1)
Raw Schedule C names collapsed into DESTINATION WEALTH MANAGEMENT.
- DESTINATION WEALTH MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DESTINATION WEALTH MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 71.43% | 1.76% | +69.67 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DESTINATION WEALTH MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent