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TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS WEALTH MANAGEMENT LLC
CRD 171107 · SEC 801-108967
9 POND LANE, SUITE 3A, CONCORD, MA, 01742, United States
Phone
978-318-9500
Fax
978-318-9505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.24B
Discretionary AUM
$2.14B
Team
25 total employees; 13 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 511 | $316.4M |
| High net worth individuals | 83 | $337.8M |
| Pension/profit sharing plans | 202 | $1.57B |
| Charitable organizations | 9 | $6.2M |
| Corporations/business entities | 12 | $16.9M |
States served
AL, CA, GA, IL, MA, NJ, NY, NC, PA, RI, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/gregphillipstpra/
- https://www.linkedin.com/in/bill-koshivas/
- https://www.linkedin.com/in/mannyfrangiadakis/
- https://www.linkedin.com/in/deborah-cartisser-5047268/
- https://www.linkedin.com/in/neil-tremblay-aif%C2%AE-219a3825?
- https://www.linkedin.com/in/joel-fearon
- https://www.linkedin.com/in/jeffreysking/
- http://linkedin.com/in/traceybhartford
- https://www.linkedin.com/in/daveclayman/
- https://www.linkedin.com/in/barbara-maietta-cfp%C2%AE-865191/
- HTTPS://WWW.X.COM/TWELVEPOINTSWM?LANG=EN
- https://www.linkedin.com/in/francescafederico/
- https://www.linkedin.com/in/andrew-mcgill-a35b1451/
- HTTP://WWW.TWELVEPOINTSWEALTH.COM
- HTTPS://WWW.INSTAGRAM.COM/TWELVEPOINTSWEALTH
- HTTPS://WWW.FACEBOOK.COM/TWELVEPOINTSWEALTH/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TWELVE-POINTS-WEALTH-MANAGEMENT/
- https://www.linkedin.com/in/chrisacahill/
- http://www.twelvepoints.com
- https://www.linkedin.com/in/carolyn-mullins/
- https://www.linkedin.com/in/joey-belsanti-33976b230/
- https://www.linkedin.com/in/steve-b-14391a224/
- https://www.linkedin.com/in/joe-montana-90a31731/
Official SEC filing: View on IAPD