STEEL PEAK WEALTH MGMT LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-1 YoYRank #1071 of mapped providers
Assets under administration$26.9B0.0%Market share · rank #498
Fees received$227,052Median $10,234/planSum across Schedule C direct + indirect
Net wins YoY-15 won · 6 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 STEEL PEAK WEALTH MGMT LLC plan look like?
Service mix · median fees per plan
Count of plans where STEEL PEAK WEALTH MGMT LLC 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 | 12 | $10,322 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $8,368 |
Competitor overlap
Percent of STEEL PEAK WEALTH MGMT LLC'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 STEEL PEAK WEALTH MGMT LLC.
| Sponsor | From | Assets |
|---|---|---|
CROWN CASTLE INC.TX · 760470458-001 | AMERICAN FUNDS | $1.1B |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | FIRST REPUBLIC INVESTMENT MANA | $1.0B |
PERKINS&WILL, INC.IL · 362690384-001 | CHARLES SCHWAB & CO., INC. | $414M |
NOSSAMAN LLPCA · 952219542-001 | BFSG LLC | $120M |
Plans lost in 2024
Appeared last year under STEEL PEAK WEALTH MGMT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
HDR, INC.NE · 470663756-007 | CARDINAL POINT CAPITAL MANAGEM | $6.3B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
INTUIT INC.CA · 770034661-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
WOOD GROUP U.S. HOLDINGS, INC.TX · 760688757-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.1B |
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC.OH · 851621594-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $256M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $25,447 | 6y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $9,617 | 6y | 1 |
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $28,685 | 1y | 1 |
BROWN & BROWN, INC.FL · 590864469-002 | $1.8B | 15,772 | $12,678 | 4y | 1 |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | $1.7B | 6,513 | $26,172 | 3y | 1 |
MARVELL SEMICONDUCTOR, INC.CA · 770398669-001 | $1.4B | 5,466 | $69,482 | 8y | 1 |
CROWN CASTLE INC.TX · 760470458-001 | $1.1B | 6,142 | $6,142 | 1y | - |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | $1.0B | 3,146 | $10,409 | 1y | - |
PERKINS&WILL, INC.IL · 362690384-001 | $414M | 3,060 | $6,747 | 4y | 1 |
HOK GROUP, INC.MO · 431205826-001 | $362M | 2,550 | $6,250 | 4y | 1 |
Flag exposure
92.3%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 (5)
Raw Schedule C names collapsed into STEEL PEAK WEALTH MGMT LLC.
- STEEL PEAK WEALTH MGMT LLC
- STEEL PEAK WEALTH MGMT, LLC
- STEEL PEAKE WEALTH MGMT LLC
- STEELPEAK WEALTH
- STEELPEAK WEALTH LLC
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 STEEL PEAK WEALTH MGMT LLC'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 | 9 | 69.23% | 1.76% | +67.47 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 STEEL PEAK WEALTH MGMT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent