Investment adviser · CRD 171107
TWELVE POINTS WEALTH MANAGEMENT
Investment adviser filing (IA)
TWELVE POINTS WEALTH MANAGEMENT LLC
CONCORD, MA, United States · Form ADV filed Aug 26, 2026
- Regulatory AUM
- $2.24B Form ADV · Item 5.F
- Client accounts
- 1,928 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 202 | $1,566,546,953 | 69.8% |
| High-net-worth individuals | 83 | $337,783,763 | 15.1% |
| Individuals | 511 | $316,448,452 | 14.1% |
| Corporations & businesses | 12 | $16,900,520 | 0.8% |
| Charities | 9 | $6,180,807 | 0.3% |
| Other clients | Fewer than 5 | $2,079 | 0.0% |
Filing source
Form ADV 2128149 · Aug 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9 POND LANE, SUITE 3ACONCORD, MA, 01742, United States
CRD 171107
Filing source
Form ADV 2128149 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.