ROUTE 20 PRIVATE WEALTH INC.
  • ROUTE 20 PRIVATE WEALTH INC.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/29/2024
Other registrations (1)
ADV Location FORT LAUDERDALE, FL, United States
Contact Info 954 xxxxxxx
Websites
AUM* 83,548,470 1481%
of that, discretionary 83,548,470 1481%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 5,283,136
Avg Account Size 464,158 -82%
SMA’s No
Private Funds 1

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

84M 72M 60M 48M 36M 24M 12M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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