Twelve Points Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

498

Total plan assets

$19.8M

Filings (rows)

Direct comp

$21K

Indirect comp

Showing only "TWELVE POINTS WEALTH"

View all 6 variants aggregated →

TWELVE POINTS WEALTH MANAGEMENT26 TWELVE POINTS WEALTH MANAGEMENT LL17 TWELVE POINTS WEALTH MGMT13 TWELVE POINTS WEALTH MGT12 TWELVE POINTS WEALTH1 TWELVE POINTS RETIREMENT ADVISORS1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Uphams Corner Health Committee, Inc. Uphams Corner Health Committe, Inc. 403(b) Retirement Plan · all filings	DORCHESTER, MA	Advisor / Consultant	498	$19.8M	$21K	$0