# AXIOM PRIVATE WEALTH, LLC

AXIOM PRIVATE WEALTH, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 307388
- Type: SEC-registered investment adviser
- Location: 1422 SOUTH TRYON STREET, CHARLOTTE, NC, 28203
- Phone: (704) 266-2341
- Latest filing: 2026-02-11
- Regulatory AUM: $58.9M
- Discretionary AUM: $58.1M
- Non-discretionary AUM: $790K
- Clients: 2
- Accounts: 128

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307388/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307388/similar
- Related entities: https://search.stillhousedata.com/firm/307388/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307388

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.