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
-
Total Assets Under Management56MILLION
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$507,140
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.