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TWIN CITY PRIVATE WEALTH, LLC

WINSTON-SALEM, NC · CRD 315836 · IAPD ↗ · twincitywealth.com · 336-930-9494

$151.3MRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — TWIN CITY PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
November 2024 — TWIN CITY PRIVATE WEALTH, LLC now reports custody of client assets ($117.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
May 2024 — TWIN CITY PRIVATE WEALTH, LLC (WINSTON-SALEM, NC) is newly SEC-registered with $110.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.