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ROUTE 20 PRIVATE WEALTH INC.

FORT LAUDERDALE, FL · CRD 332581 · IAPD ↗ · route20wealth.com · 954-712-7490

$83.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — ROUTE 20 PRIVATE WEALTH INC. reported RAUM up 53% ($54.6M -> $83.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — ROUTE 20 PRIVATE WEALTH INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — ROUTE 20 PRIVATE WEALTH INC. now reports custody of client assets ($5.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — ROUTE 20 PRIVATE WEALTH INC. reported RAUM up 934% ($5.3M -> $54.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
December 2024 — ROUTE 20 PRIVATE WEALTH INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
December 2024 — ROUTE 20 PRIVATE WEALTH INC. now reports 1 private fund(s) ($5.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
42
November 2024 — ROUTE 20 PRIVATE WEALTH INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
October 2024 — ROUTE 20 PRIVATE WEALTH INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — ROUTE 20 PRIVATE WEALTH INC. (FORT LAUDERDALE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.