TWIN CITY PRIVATE WEALTH, LLC

TWIN CITY PRIVATE WEALTH, LLC of WINSTON-SALEM, NC is an SEC-registered investment adviser (CRD 315836). Regulatory assets under management: $151.3M.

Registration

• CRD: 315836
• SEC file number: 801-130041
• Type: Registered investment adviser
• Location: 301 N MAIN STREET, SUITE 1902, WINSTON-SALEM, NC, 27101
• Phone: 336-930-9494
• Latest filing: 2026-03-24
• Regulatory AUM: $151.3M
• Discretionary AUM: $151.3M
• Clients: 10
• Accounts: 538

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 315836 on SEC IAPD (source of record)
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