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TWIN CITY PRIVATE WEALTH, LLC

CRD 315836 · SEC 801-130041

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301 N MAIN STREET, SUITE 1902, WINSTON-SALEM, NC, 27101, United States

Phone

336-930-9494

Fax

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

TypeClientsAUM
Individuals252$78.6M
High net worth individuals39$72.7M

States served

NC

All web addresses on file

Official SEC filing: View on IAPD