Twelve Points Wealth Management LLC
● SEC registered since 2017CRD 171107SEC# 801-108967Concord, MA
Reg. AUM
$2.24B
Employees
25
Accounts
1,928
Location
Concord, MA
Twelve Points Wealth Management LLC assets under management
Twelve Points Wealth Management LLC is a registered investment adviser overseen by the SEC based in Concord, MA. The firm has been registered since 2017. It reports $2.2 billion in regulatory assets under management and employs 25 people.
Twelve Points Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Matthew Clayman Control | Ceo, Wealth Advisor, Chief Compliance Officer | 25-50% | 2015 |
| Emanuel Nmn Frangiadakis | Owner | 10-25% | 2014 |
| Francesca Eileen Federico Control | President And Wealth Advisor; | 25-50% | 2020 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Twelve Points Wealth Management LLC manage?
Twelve Points Wealth Management LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Twelve Points Wealth Management LLC have?
Twelve Points Wealth Management LLC reports 25 employees.
Where is Twelve Points Wealth Management LLC located?
Twelve Points Wealth Management LLC is based in Concord, MA and has been SEC-registered since 2017.
Does Twelve Points Wealth Management LLC disclose fund performance?
Twelve Points Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 Pond Lane, Suite 3a, Concord, MA 01742 |
| Phone | 978-318-9500 |
| Fax | 978-318-9505 |
| Office hours | 7a.m.-7p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1877090 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.24B▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.24Bregulatory AUM
Discretionary $2.14BNon-discretionary $107.9M