CRD: 315836
Twin City Private Wealth, LLC
$151.3M Total AUM
$151.3M Disc. AUM
-- 3Y CAGR
10 Employees
291 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-20-2021
- Office Locations
- 1
Office Locations
301 N Main Street Suite 1902 Winston-Salem NC
About Twin City Private Wealth, LLC
Twin City Private Wealth is an independent, fiduciary RIA serving pre-retirees and retirees with retirement income planning, Social Security/RMD guidance, tax reduction strategies, and estate & legacy coordination with clients’ tax and legal advisors. The team emphasizes stable, income-oriented portfolios and prudent risk management, and custodians assets at Charles Schwab.
Team overview
40 AVG AGE
$37.8M AVG AUM / ADVISOR
$519.9K AVG AUM / CLIENT
4 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH KING BERRY
Financial Advisor, General Partner
- CRD
- #6399500
- Ownership
- 25% but less than 50%
Available
Available
Available
TRAVIS VERNON LETHCO
Partner
- CRD
- #6023960
- Ownership
- 25% but less than 50%
Available
Available
Available
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J
Jason Brent Lincoln
--
- CRD
- #8031596
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,281,332 | $281,192 |
| Non-Discretionary | $0 | -- |
| Total | $151,281,332 | $281,192 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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