# Twin City Private Wealth, LLC

> Twin City Private Wealth, LLC is an SEC-registered investment advisory firm in Winston-Salem, NC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 315836
- Filed as: TWIN CITY PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston-Salem, NC
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315836
- AdvisorCensus page: https://advisorcensus.com/firm/twin-city-private-wealth-llc-winston-salem-nc-315836

## Quick answers

**How is Twin City Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Twin City Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Twin City Private Wealth, LLC located?**
Twin City Private Wealth, LLC's principal office is in Winston-Salem, NC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Twin City Private Wealth, LLC registered with the SEC or a state?**
Twin City Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 315836.

**How much does Twin City Private Wealth, LLC manage?**
Twin City Private Wealth, LLC reports $151,281,332 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Twin City Private Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Twin City Private Wealth, LLC: Regulatory assets under management: $0 in the October 2021 data and $151,281,332 in the October 2026 data. Total employees: 2 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Twin City Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (252); high net worth individuals (39).

**Which custodians does Twin City Private Wealth, LLC use?**
Twin City Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Twin City Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315836

**What changed in Twin City Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $129,895,184 to $151,281,332 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,281,332
- Discretionary: $151,281,332
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 252 | $78,584,797 |
| High net worth individuals | 39 | $72,696,535 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Greensboro, NC

### Websites listed on Form ADV (Item 1.I)
- twincitywealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | August 20, 2021 |
| October 2024 | $110,872,763 | 6 | March 27, 2024 |
| October 2025 | $129,895,184 | 8 | March 25, 2025 |
| October 2026 | $151,281,332 | 10 | March 24, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $151,281,332 in the October 2026 data.
Total employees: 2 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $129,895,184 to $151,281,332 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin City Private Wealth, LLC (CRD 315836): Form ADV filing data as of October 2026.