Route 20 Private Wealth Inc.
Route 20 Private Wealth Inc. is an SEC-registered wealth manager in Fort Lauderdale, FL with $83.5M assets under management (AUM, regulatory AUM), +53% over one year. See who owns Route 20 Private Wealth Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332581, SEC 801-130981, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $83.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Fort Lauderdale, FL
- Employees
- 6
- Clients
- 74
- CRD
- 332581
- Ownership
- WEITZ, PETER, ERIC; Molloy, Jay, C; WARLICK, ERIC, DANIEL; wolfe, lawrence
How much AUM does Route 20 Private Wealth Inc. have?
Route 20 Private Wealth Inc. reported $83.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Route 20 Private Wealth Inc.?
Disclosed owners and executives of Route 20 Private Wealth Inc. include WEITZ, PETER, ERIC, Molloy, Jay, C, WARLICK, ERIC, DANIEL, wolfe, lawrence. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.