CRD: 332581
Route 20 Private Wealth Inc.
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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About Route 20 Private Wealth Inc.
Route 20 Private Wealth is a registered investment adviser serving high-net-worth individuals and supporting independent advisors. It provides private wealth management and tailored strategies, including estate planning and legacy building, plus an advisor platform with back-office support from compliance to billing and client reporting. Public filings indicate portfolios are primarily ETF-based with fixed income. The firm highlights software cost savings via collective purchasing and a secure client portal "Vault".
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ERIC DANIEL WARLICK
DIRECTOR, President
- CRD
- --
- Ownership
- 25% but less than 50%
PETER ERIC WEITZ
Chairman, Chief Executive Officer, Managing Director
- CRD
- #4723666
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MICHELLE CARI BLOUIN
--
- CRD
- #7352830
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,548,470 | $464,158 |
| Non-Discretionary | $0 | -- |
| Total | $83,548,470 | $464,158 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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