SEC Form ADV · CIK 1877090

TWELVE POINTS WEALTH MANAGEMENT

Firm profile: Twelve Points Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$2.2B
Assets Under Management
4
Total Clients
25
Employees
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Registration Details

CIK
1877090
Accession
crd-171107
Location
CONCORD, MA
Filing Date
August 26, 2026
AUM
$2.2B
Total Clients
4
Institutional Clients
211
Employees
25
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

TWELVE POINTS WEALTH MANAGEMENT is a registered investment adviser headquartered in CONCORD, MA, managing approximately $2.2B in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.