Axiom Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Axiom Private Wealth serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary investment management alongside broader wealth management and financial planning services, including guidance for retirement accounts. The firm constructs portfolios using mutual funds, ETFs, bonds and cash positions and may implement all or part of a client’s assets through unaffiliated independent managers.
The advisor emphasizes fundamental analysis and a long‑term asset‑allocation approach, tailoring portfolios to each client’s goals, time horizon, and risk tolerance while providing ongoing monitoring and rebalancing as needed. Financial planning is integrated into the wealth‑management relationship, and the firm maintains continuous personal client contact and discretionary trading authority when authorized.
Compared with many peers, Axiom operates with a small team (two advisors) managing roughly $59 million for about 40 clients, which the brochure characterizes as enabling more individualized oversight and no general minimum relationship size. Noteworthy practices include using independent managers without receiving additional compensation, participation on an institutional custody platform that supplies technology and other economic benefits (a disclosed potential conflict), formal policies to mitigate personal‑trading conflicts, and a compact staff that includes a wealth‑management analyst with an atypical background in professional sports.
Client services
Expertise
Demographic focus
Fee options
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Main office
1422 South Tryon Street, Floor 3
Charlotte NC 28203
Advisors at this office
2
Most active in
Massachusetts · New York · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
David D
CFP®, Series 66
Charlotte, NC
Axiom Private Wealth, LLC
David D'alessandro is a CFP® with 12 years of industry experience, currently serving as an advisor at Axiom Private Wealth, LLC since 2020. Prior to joining Axiom, he worked at Robert W Baird & Co for four years. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive wealth planning. The firm employs a fundamental, long-term asset allocation strategy tailored to each client’s goals and risk tolerance, offering personalized oversight through a small advisory team.
Jacob P
Series 65
Charlotte, NC
Axiom Private Wealth, LLC
Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)