DOGWOOD WEALTH ADVISORS, LLC
  • DOGWOOD WEALTH ADVISORS, LLC
  • TWIN CITY PRIVATE WEALTH, LLC

Adviser Profile

As of Date 03/08/2022
Registration status Registration Changed to TWIN CITY PRIVATE WEALTH, LLC
ADV Location WINSTON-SALEM, NC, United States
Contact Info 336 xxxxxxx
Websites
AUM* 72,245,393
of that, discretionary 72,245,393
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 277,867
% High Net Worth 11.90%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

72M 62M 52M 41M 31M 21M 10M
2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees