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Twin City Private Wealth, LLC

● SEC registered since 2024CRD 315836SEC# 801-130041Winston-Salem, NC
Export (members)
Reg. AUM
$129.9M
Employees
8
Accounts
480
Location
Winston-Salem, NC

Twin City Private Wealth, LLC assets under management

Twin City Private Wealth, LLC is an SEC-registered investment adviser based in Winston-Salem, NC. The firm has been registered since 2024. It reports $129.9 million in regulatory assets under management and employs 8 people.
twincitywealth.comView on SEC.gov ↗

Twin City Private Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric David Mattinson ControlManager/Chief Compliance Officer25-50%2021
Joseph King Berry ControlMember25-50%2021
Travis Vernon Lethco ControlMember25-50%2021

Frequently asked questions

How much does Twin City Private Wealth, LLC manage?

Twin City Private Wealth, LLC reports $129.9 million in regulatory assets under management on its Form ADV.

How many employees does Twin City Private Wealth, LLC have?

Twin City Private Wealth, LLC reports 8 employees.

Where is Twin City Private Wealth, LLC located?

Twin City Private Wealth, LLC is based in Winston-Salem, NC and has been SEC-registered since 2024.

Does Twin City Private Wealth, LLC disclose fund performance?

Twin City Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 N Main Street, Suite 1902, Winston-Salem, NC 27101
Phone336-930-9494
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.9M
Non-discretionary$0
Total (RAUM)$129.9M