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 acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory and educational services — financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, advisor selection, newsletters/publications and seminars. Compensation is flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and also conducts other financial product sales; it maintains a broker‑dealer affiliation for certain activities. Twelve Points positions itself to serve higher‑net‑worth households and institutions with discretionary portfolio management while also providing advisory, consulting and educational touchpoints for clients who want a broader planning relationship.