Twelve Points Wealth Management LLC
Twelve Points Wealth Management LLC is an SEC-registered investment adviser headquartered in Concord, Massachusetts. Founded in 2011, the firm provides wealth management and investment advisory services to individuals (including high net worth clients), pension and profit sharing plans, and charitable organizations. As of mid-2025, the firm manages approximately $1.2 billion in assets. With a team of about 18 to 24 employees, they serve over 1,300 clients and focus on delivering personalized financial planning and investment solutions.
Investment Strategy
Twelve Points Wealth Management LLC offers discretionary and non-discretionary investment management services, emphasizing personalized financial planning and diversified portfolio construction. Their approach caters to individuals, high-net-worth clients, pension plans, and charities, focusing on meeting client objectives through asset allocation, risk management, and long-term growth strategies. They do not appear to engage in proprietary trading or pooled investment vehicles, instead providing tailored portfolios based on each client’s specific goals and risk tolerance.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 12.07% | $48.4M | 527,943 | $91.52 | $91.75 | -$1.9M |
A ASA | ASA GOLD AND PRECIOUS MTLS L | 5.46% | $21.9M | 478,820 | $18.97 | $45.80 | +$6.1M |
S SGOV | ISHARES TR | 4.31% | $17.3M | 171,745 | $100.49 | $100.70 | +$2.8M |
F FLTR | VANECK ETF TRUST | 3.59% | $14.4M | 564,220 | $25.47 | $25.57 | +$1.6M |
V VEU | VANGUARD INTL EQUITY INDEX F | 3.14% | $12.6M | 176,623 | $67.22 | $71.37 | -$48.0K |