Twelve Points Wealth Management

RIASEC RegisteredEst. 2017

Total AUM

$2.2B

Discretionary

$2.1B

95% of AUM

Avg account

$1.2M

Accounts

1,928

Employees

Advisory reps

Firm details

Headquarters: Concord, Massachusetts
CRD number: 171107
Registered since: January 23, 2017
Website: twelvepointswealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans69.81%
HNWI15.05%
Individuals14.1%
Corporations / Businesses0.75%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twelve Points Wealth Management is an SEC-registered LLC that began advisory activities in 2017 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors, positioning itself as a capital allocator that combines advisory services with other financial-product distribution. Core services include financial planning; discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions; selection and oversight of other advisers; pension consulting; and client education through publications and seminars. The firm reports an active ESG investing stance and lists a broker‑dealer affiliation alongside its role as a financial-product salesperson. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements.