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| Twin City Private Wealth LLC
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| CRD # | 315836 |
| SEC # | 801-130041 |
| CIK # | 0002021982 |
| AUM | 151.3 M (2026-03-24) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 336-930-9494 |
| Address | 301 N Main Street Winstonsalem, NC 27101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002021982 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 4.1 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Amazon Com Inc | 3.5 | ||
| Microsoft Corp | 3.4 | ||
| Wells Fargo & Co/MN | 3.3 | ||
| Schwab Charles Corp | 3.2 | ||
| Priceline Com Inc | 3.1 | ||
| Facebook Inc | 3.1 | ||
| Enbridge Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Applied Materials Inc /DE | 2.8 | ||
| Wellpoint Inc | 2.7 | ||
| Becton Dickinson & Co | 2.6 | ||
| Starbucks Corp | 2.6 | ||
| Comcast Corp | 2.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.5 | ||
| GlaxoSmithKline PLC | 2.5 | ||
| Medtronic Holdings Ltd | 2.4 | ||
| Visa Inc | 2.4 | ||
| Air Products & Chemicals Inc /DE/ | 2.3 | ||
| Lamar Advertising Co/New | 2.3 | ||
| Omnicom Group Inc | 2.3 | ||
| Fidelity National Information Services Inc | 1.8 | ||
| Huntington Ingalls Industries Inc | 1.8 | ||
| Quintiles Transnational Holdings Inc | 1.8 | ||
| Lloyds Banking Group PLC | 1.8 | ||
| Coca Cola Co | 1.7 | ||
| Duke Energy Corp | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 78.6 |
| (b) Individuals (high net worth individuals) | 39 | 72.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 538 | 151.3 |
| By Discretionary | ||
| Discretionary | 538 | 151.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 538 | 151.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.3 | |
| Total | 538 | 151.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021982] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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