RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 4, 2025
Branch Offices
1
LEI
001130458

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRUNO, STEPHEN, JOHNICHIEF INVESTMENT OFFICERNA Control
BRUNO, STEPHEN, JOHNICHIEF INVESTMENT OFFICERNA Control
BRUNO, STEPHEN, JOHNICHIEF INVESTMENT OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
VAN WINKLE, KIMBERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
FRANGIADAKIS, EMANUEL, NMNIMANAGING MEMBER/OWNERE Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
CLAYMAN, DAVID, MATTHEWICEO & WEALTH ADVISORC Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FEDERICO, FRANCESCA, EILEENIPRESIDENT AND WEALTH ADVISOR;C Control
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB
FRANGIADAKIS, EMANUEL, NMNIOWNERB

Registrations

Federal

IA
Nov 4, 2025 REGISTERED

Notice Filings (14)

AL CA CT FL GA IL MA MD NH NJ NY PA RI TX

Address

9 POND LANE
SUITE 3A
CONCORD, MA 01742
United States
Phone: 978-318-9500