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Barbara Becker Maietta

Investment Adviser Representative at Twelve Points Wealth Management

Concord, MACRD #6432486Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Barbara Becker Maietta is an investment adviser representative with Twelve Points Wealth Management in Concord, MA, where they have been registered since 2022, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Massachusetts.

Office

9 Pond Lane, Suite 3a
Concord, MA 01742

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/26/2020
SIE
Securities Industry Essentials Examination
Passed 6/8/2016
Series 7
General Securities Representative Examination
Passed 6/2/2015
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/27/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Twelve Points Wealth ManagementCurrent
2/23/2022 – Concord, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Twelve Points Wealth Management
    Feb 2022 – no end date reportedConcord, MA
  2. Twelve Points Wealth Management
    Jun 2021 – no end date reportedConcord, MA
  3. Student, Parent, Care Giver
    Jun 2016 – May 2021Wayland, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Twelve Points Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • Under $5,000,0001.00%
  • $5,000,001 - $15,000,0000.60%
  • Over $15,000,0010.40%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
20
Offices listed on AdvisorFinder:
2
Main office:
Concord, MA
SEC file number:
801-108967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 26, 2026

View full firm profile

Other advisors at Twelve Points Wealth Management

Showing 12 of 20 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barbara Becker Maietta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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