RIA Intelligence

ROUTE 20 PRIVATE WEALTH INC.

CRD #332581 SEC #801-130981 FORT LAUDERDALE, FL 954-712-7490
SEC Registered Private Funds
Total AUM
$54.6M
Discretionary
$54.6M
Employees
6
Clients
--
Accounts
157

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARYNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICERNA Control
Molloy, Jay, CICHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARYNA Control
wolfe, lawrenceITREASURERNA
wolfe, lawrenceITREASURERNA
WEITZ, PETER, ERICICEOE Control
WEITZ, PETER, ERICICEOE Control
WEITZ, PETER, ERICICEOE Control
WEITZ, PETER, ERICICEOE Control
WEITZ, PETER, ERICICEOE Control
WEITZ, PETER, ERICICEOE Control
WEITZ, PETER, ERICICEOE Control
WARLICK, ERIC, DANIELIPRESIDENT AND DIRECTORC Control
WARLICK, ERIC, DANIELIPRESIDENT AND DIRECTORC Control
WEITZ, PETER, ERICICEO AND CHAIRMANC Control
WEITZ, PETER, ERICICEO AND CHAIRMANC Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (2)

FL OR

Address

401 EAST LAS OLAS BLVD., SUITE 1400
FORT LAUDERDALE, FL 33301
United States
Phone: 954-712-7490