Route 20 Private Wealth Inc.

RIASEC Registered

Total AUM

$83.5M

Discretionary

$83.5M

100% of AUM

Avg account

$464K

Accounts

180

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 332581
Registered since: August 29, 2024
Website: www.route20wealth.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Individuals93.68%
Pooled Investment Vehicles6.32%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Route 20 Private Wealth Inc. is a privately owned wealth manager classified as a private equity fund and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional investors, delivering portfolio management for individuals/small businesses, investment companies, and pooled investment vehicles. Its stated fee model includes percentage-of-AUM charges plus performance-based fees and other arrangements, which is consistent with its involvement in private fund activity. Route 20 does not identify as an active ESG investor.