SEC Form ADV · CIK 1877090

TWELVE POINTS WEALTH MANAGEMENT

Registered Investment AdviserMA
$2.2B
Assets Under Management
1,928
Total Clients
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Registration Details

CIK
1877090
Accession
CRD-171107
Location
CONCORD, MA
Filing Date
May 30, 2026
AUM
$2.2B
Total Clients
1,928
Amendment
No

About this Adviser

TWELVE POINTS WEALTH MANAGEMENT is a registered investment adviser headquartered in CONCORD, MA, managing approximately $2.2B in assets across 1,928 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.