CRD: 171107
Twelve Points Wealth Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2014
- Office Locations
- 3
Office Locations
About Twelve Points Wealth Management
Twelve Points Wealth Management is a Massachusetts-based RIA serving families, women, and business owners with wealth planning centered on legacy and business succession. The team provides fiduciary trust administration, comprehensive financial and insurance planning (including long-term care), and portfolio management using ETFs and mutual funds with access to alternatives and fixed income. Custody available via Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID MATTHEW CLAYMAN
Chief Compliance Officer, Chief Executive Officer, Founder, WEALTH ADVISOR
- CRD
- #2892042
- Ownership
- 25% but less than 50%
FRANCESCA EILEEN FEDERICO
Founder, President, WEALTH ADVISOR
- CRD
- #5835145
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Joseph Michael Belsanti
--
- CRD
- #8187504
CHRISTOPHER ALAN CAHILL
Principal
- CRD
- #4267594
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,135,958,620 | $1,339,159 |
| Non-Discretionary | $107,903,954 | $324,036 |
| Total | $2,243,862,574 | $1,163,829 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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