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Route 20 Private Wealth Inc.

● SEC registered since 2024CRD 332581SEC# 801-130981Fort Lauderdale, FL
Export (members)
Ranks #5,606 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$54.6M
Fund GAV
$5.3M
Private funds
1
Employees
6
Accounts
157
Location
Fort Lauderdale, FL

Route 20 Private Wealth Inc. assets under management

Route 20 Private Wealth Inc. is an investment advisory firm registered with the SEC based in Fort Lauderdale, FL. The firm has been registered since 2024. It reports $54.6 million in regulatory assets under management and employs 6 people. Route 20 Private Wealth Inc. manages 1 private fund with combined gross assets of $5.3 million, including Essex Street Equity Opportunities, Limited Partnership. By regulatory assets, it ranks 5,606 of 5,911 private fund managers.

Route 20 Private Wealth Inc. private funds

1 funds · $5.3M GAV
FundTypeGross assetsMin.
Essex Street Equity Opportunities, Limited PartnershipPrivate Equity$5.3M$100K

Route 20 Private Wealth Inc. owners & executives

4 reported
NameTitleOwnershipSince
Eric Daniel Warlick ControlPresident And Director25-50%2024
Jay C Molloy ControlChief Compliance Officer And Corporate SecretaryUnder 5%2024
Lawrence WolfeTreasurerUnder 5%2024
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Frequently asked questions

How much does Route 20 Private Wealth Inc. manage?

Route 20 Private Wealth Inc. reports $54.6 million in regulatory assets under management on its Form ADV.

How many private funds does Route 20 Private Wealth Inc. manage?

Route 20 Private Wealth Inc. manages 1 private funds with combined gross assets of $5.3 million.

How many employees does Route 20 Private Wealth Inc. have?

Route 20 Private Wealth Inc. reports 6 employees.

Where is Route 20 Private Wealth Inc. located?

Route 20 Private Wealth Inc. is based in Fort Lauderdale, FL and has been SEC-registered since 2024.

Does Route 20 Private Wealth Inc. disclose fund performance?

Route 20 Private Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301
Phone954-712-7490
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$54.6M
Non-discretionary$0
Total (RAUM)$54.6M