Twelve Points Wealth Management is a family office - multi based in Concord, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
In addition to managing Investments for high net worth individuals, Twelve Points Wealth Management provides comprehensive financial planning. The firm also offers customized retirement plan advice, fiduciary oversight and employee education for businesses through Twelve Point Retirement Advisors. Twelve Points Endowment and Foundation practice serves the needs of the non-profit community.
Investment types: Joint Venture/Partner, Venture Capital - Early Stage, Investment Funds
Sectors & themes: Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Startups & Management, Retirement Planning, Equity/Mutual Funds, Investment Management, ETFs, Debt Management, Capital Markets High-Level Sectors, Non-Profit, Finance, Financial Services, Alternative Investments, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: Damon Mill Square\n9 Pond Lane Suite 3A\nConcord\nMassachusetts\n01742\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.