Overview
Assets Under Management: $151 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
TWIN CITY PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315836), TWIN CITY PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
TWIN CITY PRIVATE WEALTH, LLC is headquartered in WINSTON-SALEM, NC.
TWIN CITY PRIVATE WEALTH, LLC serves 39 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, TWIN CITY PRIVATE WEALTH, LLC offers portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
TWIN CITY PRIVATE WEALTH, LLC manages $151 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, TWIN CITY PRIVATE WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.05%
Average Client Assets: $1.9 million
Total Client Accounts: 538
Discretionary Accounts: 538
Regulatory Filings
CRD Number: 315836
Filing ID: 2047248
Last Filing Date: 2026-03-24 14:26:09