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TWIN CITY PRIVATE WEALTH, LLC
CRD 315836 · SEC 801-130041
301 N MAIN STREET, SUITE 1902, WINSTON-SALEM, NC, 27101, United States
Phone
336-930-9494
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.3M
Discretionary AUM
$151.3M
Team
10 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $78.6M |
| High net worth individuals | 39 | $72.7M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD