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| Twelve Points Wealth Management LLC
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|---|---|
| CRD # | 171107 |
| SEC # | 801-108967 |
| CIK # | 0001877090 |
| AUM | 2,243.9 M (2026-05-30) |
| Employees | 25 (52% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-318-9500 |
| Address | 9 Pond Lane Concord, MA 01742 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| ASA Gold & Precious Metals Ltd | 19.7 | |
| iShares Silver Trust | 9.4 | |
| DoubleLine Opportunistic Credit Fund | 5.3 | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 5.2 | |
| Apple Inc | 4.7 | |
| J P Morgan Chase & Co | 4.5 | |
| SPDR Gold Trust | 4.5 | |
| Jabil Circuit Inc | 3.8 | |
| Franklin Resources Inc | 3.5 | |
| iShares Comex Gold Trust | 3.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 0.3 |
| (b) Individuals (high net worth individuals) | 83 | 0.3 |
| (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 | 202 | 1.6 |
| (h) Charitable organizations | 9 | 0.0 |
| (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 | 12 | 0.0 |
| (n) Other | 4 | 0.0 |
| Total | 1,928 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,595 | 2.1 |
| Non-Discretionary | 333 | 0.1 |
| Total | 1,928 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,928 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001877090] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 001130458 |
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