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TWELVE POINTS WEALTH MANAGEMENT LLC, CRD 171107
CONCORD, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| EMANUEL NMN FRANGIADAKIS | n/a | CONCORD, MA | 12 | 12 | 1 | no |
| FRANCESCA EILEEN FEDERICO | n/a | CONCORD, MA | 12 | 15 | 1 | no |
| DAVID MATTHEW CLAYMAN | n/a | CONCORD, MA | 12 | 28 | 1 | no |
| CHRISTOPHER ALAN CAHILL | Certified Financial Planner | CONCORD, MA | 10 | 24 | 2 | no |
| Gregory Alan Phillips | n/a | CONCORD, MA | 9 | 14 | n/a | no |
| DEBORAH NORTH CARTISSER | n/a | CONCORD, MA | 6 | 36 | 1 | no |
| ANDREW MCGILL | n/a | CONCORD, MA | 4 | 12 | 1 | no |
| JEFFREY STUART KING | n/a | CONCORD, MA | 4 | 21 | 2 | no |
| Tracey Beauregard Hartford | n/a | CONCORD, MA | 2 | 15 | n/a | no |
| Igor Tiguy | Certified Financial Planner | CONCORD, MA | Billerica, MA | 2 | 12 | n/a | no |
| JOEL DOUGLAS FEARON | n/a | CONCORD, MA | 1 | 14 | 1 | no |
| BARBARA BECKER MAIETTA | Certified Financial Planner | CONCORD, MA | 1 | 10 | n/a | no |
| NEIL JOSEPH TREMBLAY | n/a | CONCORD, MA | 1 | 16 | 3 | no |
| William George Koshivas | n/a | CONCORD, MA | 1 | 13 | 1 | no |
| Joseph Paul Montana | n/a | CONCORD, MA | 1 | 16 | 3 | no |
| STEPHEN JOHN BRUNO | Chartered Financial Analyst | CONCORD, MA | 1 | 41 | 2 | no |
| ROBERT PHILIP NATALE | n/a | Boston, MA | CONCORD, MA | 1 | 12 | 2 | no |
| Carolyn Brenda Mullins | n/a | CONCORD, MA | 0 | 10 | n/a | no |
| Joseph Michael Belsanti | n/a | CONCORD, MA | 0 | 12 | n/a | no |
| Vikram Konanki | n/a | CONCORD, MA | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRUNO, STEPHEN, JOHN | CHIEF INVESTMENT OFFICER | Na | yes | 08/2021 | Aug 26, 2026 | Aug 26, 2026 |
| CLAYMAN, DAVID, MATTHEW | CEO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | C | yes | 01/2015 | Aug 26, 2026 | Aug 26, 2026 |
| FEDERICO, FRANCESCA, EILEEN | PRESIDENT AND WEALTH | C | yes | 01/2020 | Aug 26, 2026 | Aug 26, 2026 |
| VAN WINKLE, KIMBERLY, ANN | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2015 | Jan 10, 2017 | Dec 26, 2024 |
| FRANGIADAKIS, EMANUEL, NMN | Owner | B | no | 03/2014 | Aug 26, 2026 | Aug 26, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Guntersville | Al | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $2.2B | $2.1B | 25 | 13 | 1 | n/a | n/a |
| 2024 | Mar 31, 2025 | $1.7B | $1.6B | 24 | 13 | 1 | n/a | n/a |
| 2023 | Mar 26, 2024 | $1.2B | $1.2B | 18 | 10 | 1 | n/a | n/a |
| 2022 | Mar 15, 2023 | $834M | $362M | 17 | 9 | 1 | n/a | n/a |
| 2021 | Mar 28, 2022 | $785M | $291M | 17 | 9 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $630M | $195M | 13 | 5 | 0 | n/a | n/a |
| 2019 | Mar 19, 2020 | $468M | $164M | 12 | 4 | 1 | n/a | n/a |
| 2018 | Mar 12, 2019 | $352M | $123M | 12 | 5 | 1 | n/a | n/a |
| 2017 | Mar 14, 2018 | $262M | $103M | 10 | 5 | 1 | n/a | n/a |
| 2016 | Feb 16, 2017 | $115M | $43.6M | 10 | 5 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 6 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $1.7B | 31.9% | $834M | 39.1% | 25 | 24 | 1 | 1 |