Twin City Private Wealth, LLC
Twin City Private Wealth, LLC is an SEC-registered mass-market adviser in Winston-Salem, NC with $151.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Twin City Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315836, SEC 801-130041, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $151.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Winston-Salem, NC
- Employees
- 10
- Clients
- 291
- CRD
- 315836
- Ownership
- MATTINSON, ERIC, DAVID; BERRY, JOSEPH, KING; MATTINSON, MEGAN, ELIZABETH; LETHCO, TRAVIS, VERNON
How much AUM does Twin City Private Wealth, LLC have?
Twin City Private Wealth, LLC reported $151.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Twin City Private Wealth, LLC?
Disclosed owners and executives of Twin City Private Wealth, LLC include MATTINSON, ERIC, DAVID, BERRY, JOSEPH, KING, MATTINSON, MEGAN, ELIZABETH, LETHCO, TRAVIS, VERNON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.