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ROUTE 20 PRIVATE WEALTH INC.
ROUTE 20 PRIVATE WEALTH INC.
FORT LAUDERDALE, Florida
·
3 registered advisors
·
CRD# 332581
SEC# 801-130981
0
561-843-4678
01
Firm Overview
AUM
$5M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at ROUTE 20 PRIVATE WEALTH INC.
3 registered advisors
Eric Daniel Warlick
FORT LAUDERDALE, Florida
CRD# 2635745
Lawrence Wolfe
FORT LAUDERDALE, Florida
CRD# 8011521
Peter Eric Weitz
FORT LAUDERDALE, Florida
CRD# 4723666
05
Office Locations
FORT LAUDERDALE, Florida
3 advisors
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Data sourced from SEC Form ADV filings. ROUTE 20 PRIVATE WEALTH INC. (CRD# 332581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.