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| Twelve Points Wealth Management LLC
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| |
|---|---|
| CRD # | 171107 |
| SEC # | 801-108967 |
| CIK # | 0001877090 |
| AUM | $1.2 BB (2024-07-23) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 978-318-9500 |
| Address | 9 Pond Lane Concord, MA 01742 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ASA | 294.6 | 9.3 | |
| IAU | 4.7 | ||
| AAPL | 2,382,844.0 | 4.0 | |
| DBL | 236.8 | 3.9 | |
| IRM | 14,284.0 | 3.9 | |
| GLD | 3.8 | ||
| JPM | 340,169.2 | 3.3 | |
| APAM | 2,505.2 | 2.7 | |
| QCOM | 147,392.0 | 2.6 | |
| TXN | 142,156.2 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 176.1 |
| (b) Individuals (high net worth individuals) | 75 | 256.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 149 | 757.4 |
| (h) Charitable organizations | 8 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,387 | 1,210.8 |
| By Discretionary | ||
| Discretionary | 1,116 | 1,190.1 |
| Non-Discretionary | 271 | 20.7 |
| Total | 1,387 | 1,210.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,210.7 | |
| Total | 1,387 | 1,210.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001877090] |
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|---|---|---|
|
Clearwater Capital Advisors LLC
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|
IL | 1.2 |
|
Fiduciary Alliance LLC
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SC | 1.2 |
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Liberty Wealth Management LLC
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CA | 1.2 |
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Wingate Wealth Advisors Inc
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Palisade Asset Management LLC
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MN | 1.2 |
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Moloney Securities Asset Management LLC
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MO | 1.2 |
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Total Investment Management Inc
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AZ | 1.2 |
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Scarborough Advisors LLC
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MD | 1.2 |
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The Capital Group Investment Advisory Services LLC
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MD | 1.2 |
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Clear Creek Financial Management LLC
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WA | 1.2 |