FORT LAUDERDALE, FLCRD 332581Latest ADV March 31, 2026
Route 20 Private Wealth Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 31, 2026, reports $84M in regulatory assets under management, 6 employees, 1 office, and 180 accounts.
Assets Under Management
$84M
Employees
6
Offices
1 office
Total Clients
75
Primary office
FORT LAUDERDALE, FL
500 EAST BROWARD BOULEVARD SUITE 900, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
73
2
Investment Cos.
1.3%
1
3
Pooled Investment Vehicles
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$84Mas of March 31, 2026
Discretionary100.0%
$84M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$84M
Total Accounts180
10Y AUM Change+$84M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee13:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.