Investment adviser · CRD 332581

ROUTE 20 PRIVATE WEALTH INC.

Investment adviser filing (IA)

FORT LAUDERDALE, FL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$83.5M
Form ADV · Item 5.F
Client accounts
180
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals73$78,265,33493.7%
Pooled investment vehicles1$5,283,1366.3%
Investment companies1$00.0%
Filing source

Form ADV 2075287 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 31, 2026$5.28MGross asset value

Form D fundraising filings

Crow Point Equity Opportunities Fund Limited Partnership

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL, LLC NEW ROCHELLE, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE CPA, P.C. BLOOMINGDALE, Illinois, United States
Custodian SOUTH SHORE BANK WEYMOUTH, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874

Fund details & source
Fund ID
805-1653121700
Reported beneficial owners
37
Minimum commitment
$100K
Form D file number
021-354053

Form ADV 2075287 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

500 EAST BROWARD BOULEVARD SUITE 900
FORT LAUDERDALE, FL, 33394, United States

CRD 332581

Filing source

Form ADV 2075287 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.