Axiom Private Wealth, LLC
Axiom Private Wealth, LLC (CRD# 307388) is a financial advisory firm headquartered in Charlotte, NC. They manage $56,292,531 in 111 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management56MILLION
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Total Number of Accounts111ACCOUNTS
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Average Account Value$507,140
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NC, NY
Financial Advisors at Axiom Private Wealth, LLC
1
David D'alessandro (CRD# 6085394) is an Investment Advisor Representative working at Axiom Private Wealth, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
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