TWELVE POINTS WEALTH MANAGEMENT LLC
Legal name: TWELVE POINTS WEALTH MANAGEMENT
CRD #171107 SEC #801-108967 CONCORD, MA 978-318-9500
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
24
Clients
251
Accounts
1,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| Nov 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| Aug 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| Jun 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| May 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| Mar 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| Mar 2025 | $1.7B | $1.6B | $51.8M | 24 | 3 |
| Dec 2024 | $1.2B | $1.2B | $20.7M | 18 | 3 |
| Nov 2024 | $1.2B | $1.2B | $20.7M | 18 | 3 |
| Nov 2024 | $1.2B | $1.2B | $20.7M | 18 | 3 |
| Jul 2024 | $1.2B | $1.2B | $20.7M | 18 | 3 |
| Mar 2024 | $1.2B | $1.2B | $20.7M | 18 | 3 |
| Mar 2024 | $1.2B | $1.2B | $20.7M | 18 | 3 |
| Jan 2024 | $833.7M | $361.6M | $472.1M | 18 | 6 |
| Dec 2023 | $833.7M | $361.6M | $472.1M | 19 | 6 |
| Dec 2023 | $833.7M | $361.6M | $472.1M | 19 | 6 |
| Dec 2023 | $833.7M | $361.6M | $472.1M | 21 | 6 |
| Nov 2023 | $833.7M | $361.6M | $472.1M | 21 | 6 |
| Oct 2023 | $833.7M | $361.6M | $472.1M | 21 | 6 |
| Oct 2023 | $833.7M | $361.6M | $472.1M | 21 | 6 |
| Aug 2023 | $833.7M | $361.6M | $472.1M | 20 | 6 |
| Jul 2023 | $833.7M | $361.6M | $472.1M | 20 | 6 |
| Jun 2023 | $833.7M | $361.6M | $472.1M | 18 | 6 |
| May 2023 | $833.7M | $361.6M | $472.1M | 18 | 6 |
| May 2023 | $833.7M | $361.6M | $472.1M | 18 | 6 |
| Apr 2023 | $833.7M | $361.6M | $472.1M | 18 | 6 |
| Mar 2023 | $833.7M | $361.6M | $472.1M | 17 | 6 |
| Dec 2022 | $784.7M | $291.3M | $493.4M | 17 | 0 |
| Oct 2022 | $784.7M | $291.3M | $493.4M | 17 | 0 |
| Apr 2022 | $784.7M | $291.3M | $493.4M | 17 | 0 |
| Mar 2022 | $784.7M | $291.3M | $493.4M | 17 | 0 |
| Mar 2022 | $630.1M | $195.5M | $434.7M | 17 | 0 |
| Apr 2021 | $630.1M | $195.5M | $434.7M | 13 | 0 |
| Mar 2021 | $630.1M | $195.5M | $434.7M | 13 | 0 |
| Feb 2021 | $467.6M | $164.2M | $303.4M | 13 | 0 |
| Jan 2021 | $467.6M | $164.2M | $303.4M | 13 | 0 |
| Dec 2020 | $467.6M | $164.2M | $303.4M | 13 | 0 |
| Oct 2020 | $467.6M | $164.2M | $303.4M | 13 | 0 |
| Sep 2020 | $467.6M | $164.2M | $303.4M | 13 | 0 |
| Jun 2020 | $467.6M | $164.2M | $303.4M | 13 | 0 |
| May 2020 | $467.6M | $164.2M | $303.4M | 12 | 0 |
| Mar 2020 | $467.6M | $164.2M | $303.4M | 12 | 0 |
| Feb 2020 | $352M | $123M | $229.1M | 12 | 0 |
| Dec 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Oct 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Oct 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Jul 2019 | $352M | $123M | $229.1M | 13 | 0 |
| Jul 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Mar 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Mar 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Mar 2019 | $352M | $123M | $229.1M | 12 | 0 |
| Feb 2019 | $261.6M | $102.5M | $159.1M | 12 | 0 |
| Feb 2019 | $261.6M | $102.5M | $159.1M | 12 | 0 |
| Jan 2019 | $261.6M | $102.5M | $159.1M | 12 | 0 |
| Jan 2019 | $261.6M | $102.5M | $159.1M | 12 | 0 |
| Oct 2018 | $261.6M | $102.5M | $159.1M | 12 | 0 |
| Oct 2018 | $261.6M | $102.5M | $159.1M | 10 | 0 |
| May 2018 | $261.6M | $102.5M | $159.1M | 10 | 0 |
| Apr 2018 | $261.6M | $102.5M | $159.1M | 10 | 0 |
| Mar 2018 | $261.6M | $102.5M | $159.1M | 10 | 0 |
| Mar 2018 | $261.6M | $102.5M | $159.1M | 10 | 0 |
| Sep 2017 | $213.1M | $66.1M | $147M | 10 | 152 |
| Jun 2017 | $169.8M | $49.3M | $120.5M | 10 | 152 |
| Jun 2017 | $169.8M | $49.3M | $120.5M | 10 | 152 |
| Apr 2017 | $159.6M | $46.4M | $113.2M | 10 | 152 |
| Apr 2017 | $159.6M | $46.4M | $113.2M | 10 | 152 |
| Feb 2017 | $115.1M | $43.6M | $71.5M | 10 | 152 |
| Feb 2017 | $115.1M | $43.6M | $71.5M | 10 | 152 |
| Jan 2017 | $100.2M | $42.7M | $57.5M | 10 | 100 |
| Jan 2017 | $100.2M | $42.7M | $57.5M | 10 | 100 |
DateNov 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateNov 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateAug 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateJun 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateMay 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$51.8M
Employees24
Clients3
DateDec 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees18
Clients3
DateNov 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees18
Clients3
DateNov 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees18
Clients3
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees18
Clients3
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees18
Clients3
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees18
Clients3
DateJan 2024
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees18
Clients6
DateDec 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees19
Clients6
DateDec 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees19
Clients6
DateDec 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees21
Clients6
DateNov 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees21
Clients6
DateOct 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees21
Clients6
DateOct 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees21
Clients6
DateAug 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees20
Clients6
DateJul 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees20
Clients6
DateJun 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees18
Clients6
DateMay 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees18
Clients6
DateMay 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees18
Clients6
DateApr 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees18
Clients6
DateMar 2023
Total AUM$833.7M
Discretionary$361.6M
Non-Disc.$472.1M
Employees17
Clients6
DateDec 2022
Total AUM$784.7M
Discretionary$291.3M
Non-Disc.$493.4M
Employees17
Clients0
DateOct 2022
Total AUM$784.7M
Discretionary$291.3M
Non-Disc.$493.4M
Employees17
Clients0
DateApr 2022
Total AUM$784.7M
Discretionary$291.3M
Non-Disc.$493.4M
Employees17
Clients0
DateMar 2022
Total AUM$784.7M
Discretionary$291.3M
Non-Disc.$493.4M
Employees17
Clients0
DateMar 2022
Total AUM$630.1M
Discretionary$195.5M
Non-Disc.$434.7M
Employees17
Clients0
DateApr 2021
Total AUM$630.1M
Discretionary$195.5M
Non-Disc.$434.7M
Employees13
Clients0
DateMar 2021
Total AUM$630.1M
Discretionary$195.5M
Non-Disc.$434.7M
Employees13
Clients0
DateFeb 2021
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees13
Clients0
DateJan 2021
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees13
Clients0
DateDec 2020
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees13
Clients0
DateOct 2020
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees13
Clients0
DateSep 2020
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees13
Clients0
DateJun 2020
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees13
Clients0
DateMay 2020
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees12
Clients0
DateMar 2020
Total AUM$467.6M
Discretionary$164.2M
Non-Disc.$303.4M
Employees12
Clients0
DateFeb 2020
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateDec 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateOct 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateOct 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateJul 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees13
Clients0
DateJul 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateMar 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateMar 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateMar 2019
Total AUM$352M
Discretionary$123M
Non-Disc.$229.1M
Employees12
Clients0
DateFeb 2019
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees12
Clients0
DateFeb 2019
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees12
Clients0
DateJan 2019
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees12
Clients0
DateJan 2019
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees12
Clients0
DateOct 2018
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees12
Clients0
DateOct 2018
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees10
Clients0
DateMay 2018
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees10
Clients0
DateApr 2018
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees10
Clients0
DateMar 2018
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees10
Clients0
DateMar 2018
Total AUM$261.6M
Discretionary$102.5M
Non-Disc.$159.1M
Employees10
Clients0
DateSep 2017
Total AUM$213.1M
Discretionary$66.1M
Non-Disc.$147M
Employees10
Clients152
DateJun 2017
Total AUM$169.8M
Discretionary$49.3M
Non-Disc.$120.5M
Employees10
Clients152
DateJun 2017
Total AUM$169.8M
Discretionary$49.3M
Non-Disc.$120.5M
Employees10
Clients152
DateApr 2017
Total AUM$159.6M
Discretionary$46.4M
Non-Disc.$113.2M
Employees10
Clients152
DateApr 2017
Total AUM$159.6M
Discretionary$46.4M
Non-Disc.$113.2M
Employees10
Clients152
DateFeb 2017
Total AUM$115.1M
Discretionary$43.6M
Non-Disc.$71.5M
Employees10
Clients152
DateFeb 2017
Total AUM$115.1M
Discretionary$43.6M
Non-Disc.$71.5M
Employees10
Clients152
DateJan 2017
Total AUM$100.2M
Discretionary$42.7M
Non-Disc.$57.5M
Employees10
Clients100
DateJan 2017
Total AUM$100.2M
Discretionary$42.7M
Non-Disc.$57.5M
Employees10
Clients100