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ROUTE 20 PRIVATE WEALTH INC.
CRD 332581File 801-130981
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$83.5M
Bottom 25% of cohort (national)
Discretionary AUM
$83.5M
Clients
75
180 accounts
Employees
6
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 29, 2024
- Principal office
- 500 EAST BROWARD BOULEVARD SUITE 900, FORT LAUDERDALE, FL, 33394
- Phone
- 954-712-7490
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $83.5M
- Discretionary AUM
- $83.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 180
- Non-discretionary accounts
- 0
- Total accounts
- 180
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 1 | $5.3M |
| Individuals (other than high net worth individuals) | 73 | $78.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FOR 401K CONSULTING, FEES BASED ON SIZE OF PLAN
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 56 | 75 | increased by19 |
| Apr 1, 2026 | AUM | $54,605,989 | $83,548,470 | increased by$28,942,481 |
| Apr 1, 2026 | Accounts | 157 | 180 | increased by23 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROUTE 20” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROUTE 20” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.