Twelve Points Wealth Management LLC

Concord, MA

Massachusetts

Registered In

03/10/2014

Incorp. Date

Company Summary

Twelve Points Wealth Management LLC at 9 Pond Ln STE 3a, Concord, Ma 01742 lists David M Clayman of Concord, MA as the associate.

David M. Clayman Registered Agent	9 POND LN, CONCORD, MA 01742
David M Clayman Manager	9 POND LN STE 3A, CONCORD, MA 01742
David M Clayman REAL PROPERTY	9 POND LN STE 3A, CONCORD, MA 01742

9 POND LN STE 3A, CONCORD, MA 01742 View Map

Form 5500

9 Pond Lane, Suite 3a, Concord, Ma 01742 (978) 318-9500 EIN:46-5061538 Plan Admin:David Clayman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTWELVE POINTS 401(K) PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$1,675,834 / $1,839,247	2022	TWELVE POINTS 401(K) PLAN - Plan #001	19 / 21	$1,675,834 / $1,839,247
2021	Plan NameTWELVE POINTS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$1,452,342 / $1,675,834	2021	TWELVE POINTS 401(K) PLAN - Plan #001	14 / 18	$1,452,342 / $1,675,834
2020	Plan NameTWELVE POINTS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$445,670 / $1,452,342	2020	TWELVE POINTS 401(K) PLAN - Plan #001	14 / 14	$445,670 / $1,452,342
2019	Plan NameTWELVE POINTS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$263,380 / $445,670	2019	TWELVE POINTS 401(K) PLAN - Plan #001	14 / 14	$263,380 / $445,670

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9 Pond Lane STE 3a, Concord, Ma 01742-2026 Industry:All Other Personal Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$265,810 Forgiven$267,722 LenderTD Bank, National Association Jobs12	04/13/2020	$265,810	$267,722	TD Bank, National Association	12

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Twelve Points Wealth Management LLC Registered in New York	Concord, MA		View Report

Address Match:9 Pond Ln Ste 3a Concord, MA

Tweleve Points Fiduciary Services LLC Registered in Massachusetts	Concord, MA	View Report
Twelve Points Academy Incorporated Registered in Massachusetts	Concord, MA	View Report
Twelve Points Business Advisors, LLC Registered in Massachusetts	Concord, MA	View Report
Twelve Points Capital LLC Registered in Massachusetts	Concord, MA	View Report
Twelve Points Family Office, LLC Registered in Massachusetts	Concord, MA	View Report
Twelve Points Fiduciary Services, LLC Registered in Massachusetts	Concord, MA	View Report
Twelve Points Holdings LLC Registered in Massachusetts	Concord, MA	View Report
Twelve Points Retirement Advisors, LLC Registered in Massachusetts	Concord, MA	View Report

Address Match:9 Pond Ln Concord, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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