Twin City Private Wealth, LLC

RIASEC RegisteredEst. 2024
Total AUM
$151M
Discretionary
$151M
100% of AUM
Avg account
$281K
Accounts
538
Employees
10
Advisory reps
4

Firm details

Headquarters
Winston Salem, North Carolina
CRD number
315836
Registered since
April 26, 2024
Website
dogwoodwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals51.95%
  • HNWI48.05%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twin City Private Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC. The firm targets individual and family clients and charges fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses as well as for business and institutional clients, selection and oversight of third‑party advisers, and educational workshops. Twin City identifies itself as a capital allocator rather than purely a model- or product-driven manager and is not an active ESG investor. The firm also lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Private Funds 5%, Cash & Cash Equivalents 4%, Public Funds/Mutual Funds 3%, State & Local Bonds 1%87%
  • Exchange Traded Equities87%
  • Private Funds5%
  • Cash & Cash Equivalents4%
  • Public Funds/Mutual Funds3%
  • State & Local Bonds1%

Contacts

3 of 4
  • Jason Lincoln

    Jason Lincoln

    Client Services SpecialistCRD 8031596

  • Joseph Berry

    Joseph Berry

    PartnerCRD 6399500

  • Eric Mattinson

    Eric Mattinson

    Co-FounderCRD 5418710

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$8M in ETFs

Passive

95%

$7.6M

Active

5%

$418K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$1.3M14,73615.80%
Unlock additional holdings →

Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
301 N Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Kensington Financial Group, Inc.

RIA

Winston Salem, NC

AUM $170MTEAM 2REPS 4

Accruent Wealth Advisors

RIA

Winston Salem, NC

AUM $198MTEAM 3REPS 3

Kerusso Capital Management, LLC

RIA

Winston Salem, NC

AUM $222MTEAM 3REPS 3

Westhampton Capital

RIA

Winston Salem, NC

AUM $239MTEAM 4REPS 4

Cannon Wealth Management Services

RIA

Winston Salem, NC

AUM $245MTEAM 8REPS 5

Cassia Capital Partners LLC

RIA

Winston Salem, NC

AUM $251MTEAM 5REPS 4
More RIAs in Winston Salem →All North Carolina RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth