RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MATTINSON, MEGAN, ELIZABETHIMANAGER/CHIEF COMPLIANCE OFFICERE Control
BERRY, JOSEPH, KINGIMEMBERD Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERD Control
BERRY, JOSEPH, KINGIMEMBERC Control
BERRY, JOSEPH, KINGIMEMBERC Control
BERRY, JOSEPH, KINGIMEMBERC Control
BERRY, JOSEPH, KINGIMEMBERC Control
BERRY, JOSEPH, KINGIMEMBERC Control
BERRY, JOSEPH, KINGIMEMBERC Control
LETHCO, TRAVIS, VERNONIMEMBERC Control
LETHCO, TRAVIS, VERNONIMEMBERC Control
LETHCO, TRAVIS, VERNONIMEMBERC Control
LETHCO, TRAVIS, VERNONIMEMBERC Control
LETHCO, TRAVIS, VERNONIMEMBERC Control
LETHCO, TRAVIS, VERNONIMEMBERC Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
MATTINSON, ERIC, DAVIDIMANAGER/CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (1)

NC

Address

301 N MAIN STREET
SUITE 1902
WINSTON-SALEM, NC 27101
United States
Phone: 336-930-9494