David D'Alessandro
Axiom Private Wealth · Charlotte, North Carolina
David D'Alessandro is a fee-only financial advisor at Axiom Private Wealth in Charlotte, North Carolina, who holds the CFP credential. David focuses on tax planning and estate & legacy planning. Axiom Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Axiom Private Wealth |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $58.9M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NC, NY · CRD 6085394 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.axiomprivatewealth.com |
| Profile |
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Questions about David
Is David D'Alessandro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Axiom Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Axiom Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is David D'Alessandro based?
David D'Alessandro is based in Charlotte, North Carolina.
What does David specialize in?
David's specialties include tax planning and estate & legacy planning. David works with high earners.
What credentials does David D'Alessandro hold?
David D'Alessandro holds the CFP credential.
Is David D'Alessandro registered with the SEC?
Yes. David D'Alessandro is registered as an investment adviser representative in MA, NC and NY (CRD 6085394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axiom Private Wealth manage?
Axiom Private Wealth reports $58.9M across 128 accounts in assets under management.
How do I contact David D'Alessandro?
Through David's website, www.axiomprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Axiom Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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