Investment adviser · CRD 315836
TWIN CITY PRIVATE WEALTH, LLC
Investment adviser filing (IA)
WINSTON-SALEM, NC, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $151M Form ADV · Item 5.F
- Client accounts
- 538 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 252 | $78,584,797 | 51.9% |
| High-net-worth individuals | 39 | $72,696,535 | 48.1% |
Filing source
Form ADV 2047248 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
301 N MAIN STREET, SUITE 1902WINSTON-SALEM, NC, 27101, United States
CRD 315836
Filing source
Form ADV 2047248 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.