David D Alessandro

Dave D'Alessandro is the founder, Managing Principal, and Chief Compliance Officer of Axiom Private Wealth, LLC, a Charlotte, North Carolina–based Registered Investment Adviser he launched in 2020. The firm is a planning-first wealth-management practice that specializes in serving private-equity professionals — partners, managing directors, and investment staff at PE firms — with services such as cash-flow planning around capital calls and fund distributions, concentrated-position management, carried-interest estate planning, and tax-efficient investing. As of its most recent regulatory filings, Axiom managed roughly $58.9M in assets. D'Alessandro is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 66 registration, with approximately 11 years of industry experience.

Before founding Axiom, D'Alessandro built his career on traditional wealth-management teams. He worked at Robert W. Baird & Co. (Baird) and began his career at UBS in New York. He is a graduate of Bucknell University, where he played Division I lacrosse. He lives in the Charlotte area; on his firm bio he describes himself as happiest when "outdoors, working with his hands, or thinking about what Axiom can become over the next decade."

Important context on the "angel investor" label: D'Alessandro and Axiom Private Wealth appear in startup-fundraising aggregators (e.g., Foundersuite and PitchBook limited-partner profiles) categorized as an "Angel Investors / Seed Round" source — which is the origin of the stub data. However, the firm's own materials, its SEC Form ADV, and its public profile describe a wealth-management RIA that advises individuals and high-net-worth clients, not an angel fund or startup-investing vehicle. No specific, publicly verifiable direct startup angel investments by D'Alessandro could be found. Founders should treat the "angel/seed" designation as a database categorization rather than a confirmed, active startup-investing mandate.

• Primary business: Comprehensive, "planning-first" wealth management for private-equity professionals — not a conventional startup angel portfolio. The firm states it was "built on the belief that the 'one-size-fits-all' traditional wealth management model is not the answer" for PE professionals.
• Client/relationship profile: High-achieving investors and high-net-worth individuals, served on both discretionary and non-discretionary bases.
• Stage (per third-party data only): Listed as Seed; no published check size, sector thesis, or stated "what makes me say yes" criteria for direct startup deals could be verified.
• What's verifiable: Deep expertise in PE compensation structures (carried interest, co-invest capital calls, fund distributions) and tax-efficient strategies for those clients — the genuine area where he adds value.