Route 20 Private Wealth Inc.
● SEC registered since 2024CRD 332581SEC# 801-130981Fort Lauderdale, FL
Ranks #5,765 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$83.5M
Fund GAV
$5.3M
Private funds
1
Employees
6
Accounts
180
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 $83.5 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 5,765 of 6,004 private fund managers.
Route 20 Private Wealth Inc. private funds
1 funds · $5.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Essex Street Equity Opportunities, Limited Partnership | Private Equity | $5.3M | $100K |
Route 20 Private Wealth Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Daniel Warlick Control | President And Director | 25-50% | 2024 |
| Jay C Molloy Control | Chief Compliance Officer And Corporate Secretary | Under 5% | 2024 |
| Lawrence Wolfe | Treasurer | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Route 20 Private Wealth Inc. manage?
Route 20 Private Wealth Inc. reports $83.5 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
| Address | 500 East Broward Boulevard Suite 900, Fort Lauderdale, FL 33394 |
| Phone | 954-712-7490 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$83.5M▲ 53%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
AUM vs fund managersTop 96%
Larger than 4% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$83.5Mregulatory AUM
Discretionary $83.5M
Service providers
Auditor
Custodian
Administrator