Wealth manager, independent · Fort Lauderdale, FL
Route 20 Private Wealth Inc.
SEC-registered investment adviser · CRD 332581 · SEC 801-130981
At a glance
Route 20 Private Wealth Inc. is an SEC-registered investment adviser based in Fort Lauderdale, Florida, with $84 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals, and it reports 73 individual clients. By Form ADV it is a wealth manager, ranked 8,373rd of 8,915 wealth managers and 15,603rd of 17,210 SEC-registered advisers by assets.
Main office 954-712-7490route20wealth.comAs filed on Form ADV
- Regulatory AUM
- $84M
- Rank among wealth managers
- #8,373 of 8,915
- Rank among all SEC RIAs
- #15,603 of 17,210
- Rank in Florida
- #994 of 1,090
- Individual clients
- 73
- High-net-worth clients
- 0
- Accounts
- 180
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Peter E. WeitzCEO and Chairman
- Jay C MolloyChief Compliance Officer and Corporate Secretary
- Eric D. WarlickPresident and Director
- Lawrence WolfeTreasurer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 73 | $78M | 94% |
| Pooled investment vehicles | 1 | $5M | 6% |
| Investment companies | 1 | $0M | 0% |
Private funds
Route 20 Private Wealth Inc. reports 1 private funds with $5M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Route 20 Private Wealth Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗route20wealth.com ↗
AtlasMembers
The full record on Route 20 Private Wealth Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 3,685 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Route 20 Private Wealth Inc. manage?
Route 20 Private Wealth Inc. reports $84 million in regulatory assets under management across 180 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Route 20 Private Wealth Inc.?
Route 20 Private Wealth Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Route 20 Private Wealth Inc.’s clients?
By assets, its largest client types are individuals ($78 million, 73 clients); pooled investment vehicles ($5 million, 1 clients); investment companies ($0, 1 clients).
Does Route 20 Private Wealth Inc. manage private funds?
Yes. It reports 1 private funds with $5 million in gross assets, including private equity funds.
Does Route 20 Private Wealth Inc. have any disciplinary history?
Route 20 Private Wealth Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Route 20 Private Wealth Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →