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Lawrence Wolfe

ROUTE 20 PRIVATE WEALTH INC.·FORT LAUDERDALE, Florida
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401 EAST LAS OLAS BLVD., SUITE 1400, FORT LAUDERDALE, FL 33301CRD# 8011521Firm CRD# 332581
01

About

Lawrence Wolfe is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with ROUTE 20 PRIVATE WEALTH INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ROUTE 20 PRIVATE WEALTH INC.
ROUTE 20 PRIVATE WEALTH INC.
AUM
$5M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ROUTE 20 PRIVATE WEALTH INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 8011521
Firm CRD# 332581
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Wolfe offer?
Lawrence Wolfe specializes in Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Lawrence Wolfe's credentials?
Lawrence Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Wolfe located?
Lawrence Wolfe is based in FORT LAUDERDALE, Florida, working with ROUTE 20 PRIVATE WEALTH INC.. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Lawrence Wolfe charge for services?
Lawrence Wolfe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUTE 20 PRIVATE WEALTH INC.?
ROUTE 20 PRIVATE WEALTH INC. has approximately 6 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROUTE 20 PRIVATE WEALTH INC.

Peter Eric Weitz
FORT LAUDERDALE, FL
Eric Daniel Warlick
FORT LAUDERDALE, FL

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Research
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