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Twelve Points Wealth Management LLC

● SEC registered since 2017CRD 171107SEC# 801-108967Concord, MA
Export (members)
Reg. AUM
$1.7B
Employees
24
Accounts
1,586
Location
Concord, MA

Twelve Points Wealth Management LLC assets under management

Twelve Points Wealth Management LLC is a registered investment adviser overseen by the SEC based in Concord, MA. The firm has been registered since 2017. It reports $1.7 billion in regulatory assets under management and employs 24 people.
www.linkedin.com/in/gregphillipstpraView on SEC.gov ↗

Twelve Points Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
David Matthew Clayman ControlCeo & Wealth Advisor25-50%2015
Emanuel Nmn FrangiadakisOwner10-25%2014
Francesca Eileen Federico ControlPresident And Wealth Advisor;25-50%2020
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Frequently asked questions

How much does Twelve Points Wealth Management LLC manage?

Twelve Points Wealth Management LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Twelve Points Wealth Management LLC have?

Twelve Points Wealth Management LLC reports 24 employees.

Where is Twelve Points Wealth Management LLC located?

Twelve Points Wealth Management LLC is based in Concord, MA and has been SEC-registered since 2017.

Does Twelve Points Wealth Management LLC disclose fund performance?

Twelve Points Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9 Pond Lane, Suite 3a, Concord, MA 01742
Phone978-318-9500
Fax978-318-9505
Office hours7a.m.-7p.m.
SEC regionBoston Regional Office (BRO)
CIK1877090
Discloses disciplinary historyNo

Assets under management

Discretionary$1.65B
Non-discretionary$51.8M
Total (RAUM)$1.7B