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TWELVE POINTS WEALTH MANAGEMENT
Legal name: TWELVE POINTS WEALTH MANAGEMENT LLC
CRD 171107File 801-108967
APPROVED
Retail clients
Custody
Filing as of May 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.24B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Non-discretionary $107.9M
Clients
817
1,928 accounts
Employees
25
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 23, 2017
- Principal office
- 9 POND LANE, SUITE 3A, CONCORD, MA, 01742
- Phone
- 978-318-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.24B
- Discretionary AUM
- $2.14B
- Non-discretionary AUM
- $107.9M
- Discretionary accounts
- 1,595
- Non-discretionary accounts
- 333
- Total accounts
- 1,928
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $16.9M |
| Charitable organizations | 9 | $6.2M |
| High net worth individuals | 83 | $337.8M |
| Pension and profit sharing plans | 202 | $1.57B |
| Individuals (other than high net worth individuals) | 511 | $316.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 821 | 817 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.