TWIN CITY PRIVATE WEALTH, LLC

Overview

Twin City Private Wealth, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2024. The firm identifies as an individual-owned capital allocator serving primarily individual and family clients on a percentage-of-AUM fee basis. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers and running educational seminars or workshops. The firm reports an affiliation with an insurance company and does not position itself as an active ESG investor. Twin City Private Wealth describes equities as its preferred asset class and acts as a capital allocator—sourcing external managers and third-party alternative investments alongside internally managed equity exposure. The firm is not listed as a multi-state adviser and does not indicate pension consulting or related-adviser arrangements.

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Location & Offices