Jacob Pivonka
Axiom Private Wealth · Charlotte, North Carolina
Jacob Pivonka is a fee-only financial advisor at Axiom Private Wealth in Charlotte, North Carolina. Jacob 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 |
| SEC registration | Investment adviser representative in NC · CRD 8174739 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.axiomprivatewealth.com |
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Questions about Jacob
Is Jacob Pivonka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Axiom Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Pivonka based?
Jacob Pivonka is based in Charlotte, North Carolina.
What does Jacob specialize in?
Jacob's specialties include tax planning and estate & legacy planning. Jacob works with high earners.
Is Jacob Pivonka registered with the SEC?
Yes. Jacob Pivonka is registered as an investment adviser representative in NC (CRD 8174739), 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 Jacob Pivonka?
Through Jacob'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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