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President and Director · Route 20 Private Wealth Inc.

Eric D. Warlick

CRD 2635745 · Named on Form ADV at one SEC-registered adviser

At a glance

Route 20 Private Wealth Inc., an SEC-registered wealth manager based in Fort Lauderdale, FL with $84 million in regulatory assets, lists Eric D. Warlick on its Form ADV as President and Director, a control person.

Firms and roles

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Peter E. WeitzCEO and Chairman, Route 20 Private Wealth Inc.
  • Jay C MolloyChief Compliance Officer and Corporate Secretary, Route 20 Private Wealth Inc.
  • Lawrence WolfeTreasurer, Route 20 Private Wealth Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.