Route 20 Private Wealth Inc.
- Regulatory AUM
- $83.5M
- Discretionary
- $83.5M
- Clients
- 75
- Avg AUM / client
- $1.1M
- Accounts
- 180
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $78.3M | 93.7% |
| Investment companies | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 1 | $5.3M | 6.32% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $5.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Essex Street Equity Opportunities, Limited Partnership | Private Equity Fund | Massachusetts | $5.3M | 37 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Molloy, Jay, C | Chief Compliance Officer And Corporate Secretary | Jul 2024 (2y) | Less than 5% | |
| Peter Eric Weitz | Ceo And Chairman | Jul 2024 (2y) | 25% – 50% | |
| Warlick, Eric, Daniel | President And Director | Nov 2024 (2y) | 25% – 50% | |
| Wolfe, Lawrence | Treasurer | Nov 2024 (2y) | Less than 5% | |
| Michelle Cari Blouin | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $5.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Essex Street Equity Opportunities, Limited Partnership | Private Equity Fund | $5.3M | $100K | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FOR 401K CONSULTING, FEES BASED ON SIZE OF PLAN
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Folio Investments, Inc. $29.5M (35% of AUM) Mar 2026
- Goldman Sachs $26.7M (49% of AUM) Mar 2026
- Charles Schwab & Co. $25.4M (30% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗