Twin City Private Wealth, LLC

Twin City Private Wealth, LLC (CRD# 315836) is a financial advisory firm headquartered in Winston Salem, NC. They manage $110,872,763 in 429 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
301 N Main Street, Suite 1902, Winston Salem, NC 27101
https://twincitywealth.com/
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $258,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Twin City Private Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Berry, financial advisor Winston Salem NC
Joseph K. Berry
CRD#: 6399500
301 N Main Street, Suite 1902, Winston Salem, NC 27101

Joseph Berry (CRD# 6399500) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.

2
Travis Lethco, financial advisor Winston Salem NC
Travis V. Lethco
CRD#: 6023960
301 N Main Street, Suite 1902, Winston Salem, NC 27101

Travis Lethco (CRD# 6023960) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 11 years of experience in the finance industry.

3
Eric Mattinson, financial advisor Winston Salem NC
Eric D. Mattinson
CRD#: 5418710
301 N Main Street, Suite 1902, Winston Salem, NC 27101

Eric Mattinson (CRD# 5418710) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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