CEO, Wealth Advisor, Chief Compliance Officer · Twelve Points Wealth Management
David M. Clayman
CRD 2892042 · Named on Form ADV at one SEC-registered adviser
At a glance
Twelve Points Wealth Management, an SEC-registered asset manager based in Concord, MA with $2.2 billion in regulatory assets, lists David M. Clayman on its Form ADV as CEO, Wealth Advisor, Chief Compliance Officer, a control person.
Firms and roles
- Twelve Points Wealth ManagementCEO, Wealth Advisor, Chief Compliance OfficerAsset manager · Concord, MA · $2.2B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Emanuel N. FrangiadakisOwner, Twelve Points Wealth Management
- Francesca E. FedericoPresident and Wealth Advisor;, Twelve Points Wealth Management
- Stephen J. BrunoChief Investment Officer, Twelve Points Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.