TWIN PEAKS WEALTH ADVISORS LLC
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served1-1 YoYRank #8540 of mapped providers
Assets under administration$151M0.0%Market share · rank #6659
Fees received$6,078Median $6,078/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 TWIN PEAKS WEALTH ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where TWIN PEAKS WEALTH ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants)Code 26 | 1 | $6,078 |
Competitor overlap
Percent of TWIN PEAKS WEALTH ADVISORS 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 TWIN PEAKS WEALTH ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
JEFFER MANGELS BUTLER & MITCHELL LLPCA · 953669194-003 | LINCOLN NATIONAL CORPORATION | $151M |
Plans lost in 2024
Appeared last year under TWIN PEAKS WEALTH ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
INTUIT INC.CA · 770034661-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JEFFER MANGELS BUTLER & MITCHELL LLPCA · 953669194-003 | $151M | 261 | $6,078 | 1y | 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 TWIN PEAKS WEALTH ADVISORS LLC.
- TWIN PEAKS WEALTH ADVISORS 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 TWIN PEAKS WEALTH ADVISORS 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 | 1 | 100.00% | 1.76% | +98.24 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 TWIN PEAKS WEALTH ADVISORS 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