# Axiom Private Wealth, LLC

> Axiom Private Wealth, LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 307388
- Filed as: AXIOM PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307388
- AdvisorCensus page: https://advisorcensus.com/firm/axiom-private-wealth-llc-charlotte-nc-307388

## Quick answers

**How is Axiom Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Axiom Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Axiom Private Wealth, LLC located?**
Axiom Private Wealth, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Axiom Private Wealth, LLC registered with the SEC or a state?**
Axiom Private Wealth, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307388.

**How much does Axiom Private Wealth, LLC manage?**
Axiom Private Wealth, LLC reports $58,904,146 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (99% discretionary).

**What types of clients does Axiom Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (19).

**Does Axiom Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307388

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $58,904,146
- Discretionary: $58,113,942
- Non-discretionary: $790,204

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $5,510,433 |
| High net worth individuals | 22 | $53,393,713 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [axiomprivatewealth.com](https://axiomprivatewealth.com)
- [vimeo.com/axiompw](https://vimeo.com/axiompw)
- LinkedIn @axiomprivatewealth
- LinkedIn @davedal
- LinkedIn @jacob-pivonka

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axiom Private Wealth, LLC (CRD 307388): Form ADV filing data as of October 2026.