$58.9M Total AUM
$58.1M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2020
- Office Locations
- 1
Office Locations
1422 South Tryon Street Floor 3 Charlotte NC
About Axiom Private Wealth, LLC
Axiom Private Wealth is a Charlotte, NC registered investment adviser serving retail clients with integrated financial planning, tax and estate planning, insurance and charitable-giving guidance. Portfolios are primarily ETF-based alongside public funds and U.S. government/agency exposure. Schwab is a primary custodian, with client reporting/planning supported by Black Diamond and eMoney.
Team overview
-- AVG AGE
$29.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Catalyst momentum Beacon summit North peak Frontier
Client Personas
Horizon foundation
Custodian
Delta catalyst Delta wave Glacier matrix Oak Radial
Fund Managers
Horizon frontier
Investment Themes
Crest eagle Timber vector
Investment Vehicles
Ember capital
Platform
Vital prime Catalyst
Services
Radial capital Value Value meridian Peak timber Insight vital Prime
Owner & Executives
D
DAVID WINGATE D'ALESSANDRO
Chief Compliance Officer, MANAGING PRINCIPAL, WEALTH ADVISOR
- CRD
- #6085394
- Ownership
- 75% or more
(502) 949-8839
bridge.eagle@meridiancapital.com
in linkedin.com/in/signal-unison
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jacob Michal Pivonka
--
- CRD
- #8174739
(447) 551-5593
value.radial@momentumcapital.com
in linkedin.com/in/peak-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,113,942 | -- |
| Non-Discretionary | $790,204 | -- |
| Total | $58,904,146 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,904,146
Equity - Exchange:
23.4% Public Funds:
31.8% U.S. Government/Agency:
22.6% Cash:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,602,316 | 23.4% |
| Public Funds | $852,895,455 | 31.8% |
| U.S. Government/Agency | $606,145,826 | 22.6% |
| Cash | $595,417,582 | 22.2% |
| Total | $2,682,061,179 | 100.0% |