# Route 20 Private Wealth Inc.

> Route 20 Private Wealth Inc. is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 332581
- Filed as: ROUTE 20 PRIVATE WEALTH INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332581
- AdvisorCensus page: https://advisorcensus.com/firm/route-20-private-wealth-inc-fort-lauderdale-fl-332581

## Quick answers

**How is Route 20 Private Wealth Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Route 20 Private Wealth Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Route 20 Private Wealth Inc. located?**
Route 20 Private Wealth Inc.'s principal office is in Fort Lauderdale, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Route 20 Private Wealth Inc. registered with the SEC or a state?**
Route 20 Private Wealth Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332581.

**How much does Route 20 Private Wealth Inc. manage?**
Route 20 Private Wealth Inc. reports $83,548,470 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Route 20 Private Wealth Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Route 20 Private Wealth Inc.: Regulatory assets under management: $0 in the October 2024 data and $83,548,470 in the October 2026 data. Total employees: 2 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Route 20 Private Wealth Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Route 20 Private Wealth Inc. use?**
Route 20 Private Wealth Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Route 20 Private Wealth Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332581

**Does Route 20 Private Wealth Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Firm has an account minimum of $25,000, however, this minimum requirement is at its sole discretion as there may be extenuating circumstances that may make it reasonable to accept an account with a lesser value."

**What changed in Route 20 Private Wealth Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $54,605,989 to $83,548,470 (+53%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> The Firm has an account minimum of $25,000, however, this minimum requirement is at its sole discretion as there may be extenuating circumstances that may make it reasonable to accept an account with a lesser value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $83,548,470
- Discretionary: $83,548,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $78,265,334 |
| Investment companies | 1 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,283,136 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- route20wealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | September 12, 2024 |
| October 2025 | $54,605,989 | 6 | March 25, 2025 |
| October 2026 | $83,548,470 | 6 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $83,548,470 in the October 2026 data.
Total employees: 2 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $54,605,989 to $83,548,470 (+53%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Route 20 Private Wealth Inc. (CRD 332581): Form ADV filing data as of October 2026.