TWIN CITY PRIVATE WEALTH, LLC
CRD #315836 SEC #801-130041 WINSTON-SALEM, NC 336-930-9494
SEC Registered
Total AUM
$129.9M
Discretionary
$129.9M
Employees
8
Clients
--
Accounts
480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $129.9M | $129.9M | $0 | 8 | 0 |
| Oct 2024 | $110.9M | $110.9M | $0 | 6 | 0 |
| Mar 2024 | $110.9M | $110.9M | $0 | 6 | 0 |
| Mar 2022 | $72.2M | $72.2M | $0 | 4 | 0 |
| Jan 2022 | $72.2M | $72.2M | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0