# TWELVE POINTS WEALTH MANAGEMENT LLC

TWELVE POINTS WEALTH MANAGEMENT LLC of CONCORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 171107
- Type: SEC-registered investment adviser
- SEC file number: 801-108967
- Location: 9 POND LANE, SUITE 3A, CONCORD, MA, 01742
- Phone: 978-318-9500
- Latest filing: 2026-05-30
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $107.9M
- Clients: 25
- Accounts: 1,928

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Emanuel Nmn Frangiadakis | OWNER | — |
| Kimberly Ann Van Winkle | CHIEF COMPLIANCE OFFICER | — |
| David Matthew Clayman | CEO & WEALTH ADVISOR; CEO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| Francesca Eileen Federico | PRESIDENT AND WEALTH ADVISOR; | — |
| Stephen John Bruno | CHIEF INVESTMENT OFFICER | — |
| VAN ZEE SHERRY ANN | CHIEF COMPLIANCE OFFICER | — |
| FRANGIADAKIS EMANUEL NMN | MANAGING MEMBER/OWNER; OWNER | — |
| CLAYMAN DAVID MATTHEW | CEO & WEALTH ADVISOR | — |
| FEDERICO FRANCESCA EILEEN | PRESIDENT AND WEALTH ADVISOR; | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171107/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171107/similar
- Related entities: https://search.stillhousedata.com/firm/171107/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171107

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.