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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Twin City Private Wealth have?","answer":"Twin City Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Twin City Private Wealth invest in?","answer":"At the end of its last fiscal year, Twin City Private Wealth’s separately managed accounts held 87% exchange-traded equities, 5% pooled vehicles (private funds and similar), 4% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Twin City Private Wealth?","answer":"Twin City Private Wealth’s direct owners are Eric Mattinson, Joseph Berry and Travis Lethco, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Twin City Private Wealth get paid?","answer":"Twin City Private Wealth is paid through a percentage of assets under management. 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