← Back to searchVisit website
AXIOM PRIVATE WEALTH, LLC
CRD 307388
1422 SOUTH TRYON STREET, FLOOR 3, CHARLOTTE, NC, 28203, United States
Phone
(704) 266-2341
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.9M
Discretionary AUM
$58.1M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $5.5M |
| High net worth individuals | 22 | $53.4M |
All web addresses on file
Official SEC filing: View on IAPD