RIA Intel›Advisers›North Carolina›AXIOM PRIVATE WEALTH, LLC

AXIOM PRIVATE WEALTH, LLC

Advisory

CHARLOTTE, NC

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in NC
#491
of 516 advisers by AUM
Average account
$460K
across 128 accounts
AUM per adviser
$29M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$59M
Discretionary AUM$58M
Non-Discretionary AUM$790K
Discretionary %98.7%
Total Clients41
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, NC, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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