ROUTE 20 PRIVATE WEALTH INC.
SEC RegisteredGlobally Diverse, Locally Connected
About the firm
At Route 20 Private Wealth, we don't just manage assets, we cultivate lasting legacies. We're dedicated to empowering independent advisors with the tools they need to succeed and offering our high-net-worth clients a level of service that transcends expectations. Our mission is to create a boutique advisory experience backed by institutional discipline, strategic guidance, and a deeply personal approach to wealth planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent advisor support including tools, access, and planning support; wealth strategy including long-range financial planning, investment structuring, and fiduciary guidance; and a personalized, community-centric client experience model.
Who they serve
Independent advisors and high-net-worth clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $78M |
| Pension/Profit Sharing Plans | 1 | $5.3M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Retirement plans up to $1M | 0.50% |
| Retirement plans over $1M | 0.40% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROUTE 20 PRIVATE WEALTH INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.