Twin Peaks Wealth Management LLC
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-2 YoYRank #3823 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3686
Fees received$231,968Median $53,825/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Management LLC plan look like?
Service mix · median fees per plan
Count of plans where Twin Peaks Wealth Management LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Plan AdministratorCode 14 | 1 | $172,065 | |
Investment advisory (participants)Code 26 | 1 | $6,078 | |
Investment advisory (plan)Code 27 | 1 | $53,825 |
Competitor overlap
Percent of Twin Peaks Wealth Management 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 Management LLC.
| Sponsor | From | Assets |
|---|---|---|
JEFFER MANGELS BUTLER & MITCHELL LLPCA · 953669194-003 | Lincoln Financial | $151M |
Plans lost in 2024
Appeared last year under Twin Peaks Wealth Management LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | Financial Engines Advisors LLC | $19.8B |
INTUIT INC.CA · 770034661-001 | Empower | $3.1B |
TRUCK PARTS CENTER, INC.PR · 660557478-001 | (new plan) | $681,508 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF SUBURBAN TEAMSTERS OF NORTHERN ILLINOIS PENSION FUNDIL · 366155778-001 | $922M | 10,032 | $172,065 | 10y | - |
JEFFER MANGELS BUTLER & MITCHELL LLPCA · 953669194-003 | $151M | 261 | $6,078 | 1y | 1 |
SOFTWARE TECHNOLOGY GROUP, INC.UT · 870560658-001 | $20M | 255 | $53,825 | 10y | - |
Flag exposure
100.0%Market: 89.1%
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 Twin Peaks Wealth Management LLC.
- JOSE AMADEO
- JOSE COLIN
- TWIN PEAKS WEALTH ADVISORS LLC
- TWIN PEAKS WEALTH MANAGEMENT LLC
- TWIN PEAKS WEALTH MGT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Management 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 | 33.33% | 1.76% | +31.57 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 Management 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
Frequent partners by role
Who else shows up on Twin Peaks Wealth Management LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Arnold & Kadjan LLP | 1 | 33.3% |
| Asher Gittler & D'Alba Ltd | 1 | 33.3% |