Key facts
- TWELVE POINTS WEALTH MANAGEMENT is a other based in CONCORD, MA.
- TWELVE POINTS WEALTH MANAGEMENT reports $80K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 171107- Regulatory AUM
- $80K
- Private fund assets
- —
- Private funds
- —
- Staff
- 25
- Registered office
- CONCORD, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TWELVE POINTS WEALTH MANAGEMENT LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TWELVE POINTS WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TWELVE POINTS WEALTH MANAGEMENT's AUM?
- TWELVE POINTS WEALTH MANAGEMENT manages approximately $80K in assets.