Twin City Private Wealth, LLC
● SEC registered since 2024CRD 315836SEC# 801-130041Winston-Salem, NC
Reg. AUM
$151.3M
Employees
10
Accounts
538
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 $151.3 million in regulatory assets under management and employs 10 people.
Twin City Private Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric David Mattinson Control | Manager/Chief Compliance Officer | 25-50% | 2021 |
| Joseph King Berry Control | Member | 25-50% | 2021 |
| Travis Vernon Lethco Control | Member | 25-50% | 2021 |
Frequently asked questions
How much does Twin City Private Wealth, LLC manage?
Twin City Private Wealth, LLC reports $151.3 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 10 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
| Address | 301 N Main Street, Suite 1902, Winston-Salem, NC 27101 |
| Phone | 336-930-9494 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$151.3Mregulatory AUM
Discretionary $151.3M