RIA Intel›Advisers›North Carolina›TWIN CITY PRIVATE WEALTH, LLC

TWIN CITY PRIVATE WEALTH, LLC

Advisory

N·WINSTON-SALEM, NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$151M
1-Year AUM Growth
0.0%
3-Year CAGR
+15.5%
Employees
4
Assets Under Management
Total AUM$151M
Discretionary AUM$151M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients260
Team
Total Employees4
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingJul 9, 2021
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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