William George Koshivas
Investment adviser representative at Twelve Points Wealth Management
13 yearsExperience
2 statesRegistered in
$2.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Twelve Points Wealth ManagementMar 2025 to now
- Yell-o-glow CorporationSep 2015 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Mar 2025
- Steer PartnersNov 2021 to Dec 2021
- Steer PartnersAug 2020 to Dec 2020
- Liberty MutualJul 2019 to Dec 2019
- Northeastern UniversitySep 2017 to Jul 2021
- Ipswich High SchoolJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Twelve Points Wealth Management
Legal name: Twelve Points Wealth Management LLC
$2.2BAssets managed
821Clients
20Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7513037
- Firm CRD
- 171107