Twelve Points Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Concord, MA. Its latest Form ADV filing, dated April 1, 2026, reports $2.2B in regulatory assets under management, 25 employees, 1 office, and 1,928 accounts.
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
511
2
Pension Plans
24.6%
202
3
HNWI
10.1%
83
4
Corporations
1.5%
12
5
Charitable
1.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of April 1, 2026
Discretionary95.2%
$2.1B
95% of total RAUM95.2%
Non-discretionary4.8%
$108M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts1,928
10Y AUM Change+$2.1B (+1849.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee33:1
10Y Employee Change+15 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.