ROUTE 20 PRIVATE WEALTH INC.

FORT LAUDERDALE, Florida·3 registered advisors·CRD# 332581
SEC# 801-1309810561-843-4678
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 ManagementWealth Management
04

Advisors at ROUTE 20 PRIVATE WEALTH INC.

3 registered advisors
Eric Daniel Warlick
FORT LAUDERDALE, Florida
Lawrence Wolfe
FORT LAUDERDALE, Florida
Peter Eric Weitz
FORT LAUDERDALE, Florida
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.