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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TWIN CITY PRIVATE WEALTH, LLC

CRD 315836

WINSTON-SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08bd5a0a-3fa2-545c-4f1d-c081a9ec34e4

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Jul 9, 2021 to Mar 24, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $151MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $151M
Private client RAUM: $151MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $37.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 538
Individual clients: 252
High net worth clients: 39
Custody, client assets: $74.6M
SEC number: 801-130041
CRD: 315836
Filings on the tape: 9
First filed: Jul 9, 2021
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, NC
Website: twincitywealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC DAVID MATTINSON	n/a	WINSTON-SALEM, NC	5	18	3	no
JOSEPH KING BERRY	n/a	WINSTON-SALEM, NC	5	12	1	no
TRAVIS VERNON LETHCO	n/a	WINSTON-SALEM, NC	4	14	3	no
Jason Brent Lincoln	n/a	WINSTON-SALEM, NC	1	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERRY, JOSEPH, KING	Member	C	yes	08/2021	Aug 20, 2021	Oct 16, 2024
LETHCO, TRAVIS, VERNON	Member	C	yes	10/2021	Jan 7, 2022	Oct 16, 2024
MATTINSON, ERIC, DAVID	MANAGER/CHIEF COMPLIANCE OFFICER	C	yes	08/2021	Aug 20, 2021	Oct 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TWIN CITY PRIVATE WEALTH INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$151M	$151M	10	4	1	n/a	n/a
2024	Mar 25, 2025	$130M	$130M	8	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$151M	$130M	16.5%	n/a	n/a	10	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SEMMAX FINANCIAL ADVISORS, INC.	3	Sep 17, 2021	Oct 11, 2021	WINSTONSALEM, NC	Team lift out	RIA to new firm	42.9%

Relationships

Registered with (4)

← Jason Brent LincolnAdvisorregistration: current employment
Apr 22, 2025 to presentfactForm ADV
← TRAVIS VERNON LETHCOAdvisorregistration: current employment
Oct 11, 2021 to presentfactForm ADV
← ERIC DAVID MATTINSONAdvisorregistration: current employment
Aug 20, 2021 to presentfactForm ADV
← JOSEPH KING BERRYAdvisorregistration: current employment
Aug 20, 2021 to presentfactForm ADV

Controls (3)

← MATTINSON, ERIC, DAVIDOwnerMANAGER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Aug 20, 2021 to Oct 16, 2024factForm ADV
← LETHCO, TRAVIS, VERNONOwnerMEMBER, ownership code C, individual
Jan 7, 2022 to Oct 16, 2024factForm ADV
← BERRY, JOSEPH, KINGOwnerMEMBER, ownership code C, individual
Aug 20, 2021 to Oct 16, 2024factForm ADV

Moved with (1)

← SEMMAX FINANCIAL ADVISORS, INC.Registered adviser3 advisors, team lift out, same day
Sep 17, 2021 to Oct 11, 2021factForm ADV

Dated events

Occurred
Jan 7, 2022
Control person joined
Vernon Travis Lethco (Member) appeared on Schedule A of Twin City Private Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Aug 20, 2021
Control person joined
David Eric Mattinson (Manager/Chief Compliance Officer) appeared on Schedule A of Twin City Private Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Aug 20, 2021
Control person joined
King Joseph Berry (Member) appeared on Schedule A of Twin City Private Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Aug 20, 2021
Control person left
Elizabeth Megan Mattinson (Manager/Chief Compliance Officer) no longer on Schedule A of Twin City Private Wealth, Llc (listed 2021-07-09, absent 2021-08-20)
Form ADVobserved 5 days ago
Occurred
Jul 9, 2021
First Form ADV filing
Dogwood Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08bd5a0a-3fa2-545c-4f1d-c081a9ec34e4
First observed: Jul 9, 2021
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TWIN CITY PRIVATE WEALTH, LLC

CRD 315836

WINSTON-SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08bd5a0a-3fa2-545c-4f1d-c081a9ec34e4

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC DAVID MATTINSON

n/a

WINSTON-SALEM, NC

JOSEPH KING BERRY

n/a

WINSTON-SALEM, NC

TRAVIS VERNON LETHCO

n/a

WINSTON-SALEM, NC

Jason Brent Lincoln

n/a

WINSTON-SALEM, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERRY, JOSEPH, KING

Member

yes

08/2021

Aug 20, 2021

Oct 16, 2024

LETHCO, TRAVIS, VERNON

Member

yes

10/2021

Jan 7, 2022

Oct 16, 2024

MATTINSON, ERIC, DAVID

MANAGER/CHIEF COMPLIANCE OFFICER

yes

08/2021

Aug 20, 2021

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TWIN CITY PRIVATE WEALTH INSURANCE SERVICES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$151M

n/a

2024

Mar 25, 2025

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$151M

$130M

16.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SEMMAX FINANCIAL ADVISORS, INC.

Sep 17, 2021

Oct 11, 2021

WINSTONSALEM, NC

Team lift out

RIA to new firm

42.9%