WINSTON-SALEM, NCCRD 315836Latest ADV March 24, 2026
Twin City Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winston-Salem, NC. Its latest Form ADV filing, dated March 24, 2026, reports $151M in regulatory assets under management, 10 employees, 1 office, and 538 accounts.
Assets Under Management
$151M
Employees
10
Offices
1 office
Total Clients
291
Primary office
WINSTON-SALEM, NC
301 N MAIN STREET, SUITE 1902, WINSTON-SALEM, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.6% of total clients.
Top client categories% of clientsClients
1
Individuals
86.6%
252
2
HNWI
13.4%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 24, 2026
Discretionary100.0%
$151M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts538
10Y AUM Change+$151M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+8 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.