TWELVE POINTS WEALTH MANAGEMENT LLC
Doing business as TWELVE POINTS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$2,243,862,574
Discretionary
$2,135,958,620
Non-discretionary
$107,903,954
Firm details
- CRD number
- 171107
- SEC file number
- 801-108967
- Main office
- CONCORD, MA, United States
- Employees
- 25
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.