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ROUTE 20 PRIVATE WEALTH INC.
CRD 332581 · SEC 801-130981
500 EAST BROWARD BOULEVARD SUITE 900, FORT LAUDERDALE, FL, 33394, United States
Phone
954-712-7490
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$83.5M
Discretionary AUM
$83.5M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; FOR 401K CONSULTING, FEES BASED ON SIZE OF PLAN
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $78.3M |
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 1 | $5.3M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD