Route 20 Private Wealth Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,265,334
Clients
73
Advisors
2
of 6 employees
About
Route 20 Private Wealth Inc. provides investment advisory and financial planning services primarily to individual (non–high-net-worth) clients and to pension and profit-sharing plans, serving in a fiduciary capacity. The firm delivers continuous portfolio management and retirement-plan consulting (typically as an ERISA 3(21) adviser) and includes financial planning as part of its services at no additional charge.
Rte 20 manages client accounts mostly on a discretionary basis and uses a mix of analysis (charting, fundamental and technical) and strategies ranging from buy-and-hold to short-term trading and short selling. Unusually for a two-advisor firm, it also acts as a subadviser to an ETF and provides portfolio management for pooled investment vehicles.
Compared with peers, Rte 20 is notable for its involvement with investment companies and pooled vehicles despite modest regulatory assets under management (~$83.5 million) and a small advisory team, a combination that is statistically uncommon. The firm does not charge performance-based fees to its advisory clients under its standard agreements, but its role as general partner of a private fund gives it a separate performance-linked economic interest (carried interest) that prospective clients may want to consider.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% annually maximum total advisory fee (negotiable) N/A - N/A: Tiered fees may apply, with lower percentages on assets above certain levels (specific tiers not fully detailed) $0 - $1,000,000: 0.50% per annum (retirement plan advisory services) $1,000,001+: 0.40% per annum (retirement plan advisory services)
Mr. Weitz receives commissions for insurance products sold; insurance commissions are separate from advisory fees
Account minimum: $25,000 Fee-only: Negotiable advisory fees up to a maximum of 2% annually; no additional fees for financial planning services
Main office
500 East Broward Boulevard Suite 900
Fort Lauderdale FL 33394
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michelle B
Series 65
Fort Lauderdale, FL
Route 20 Private Wealth Inc.
Michelle Blouin is a financial advisor at Route 20 Private Wealth Inc. with three years of industry experience. She holds a Series 65 designation and has worked at several related firms, including Fortitude Advisory Group and Randstad. Route 20 Private Wealth Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages client portfolios using a variety of strategies and serves as subadviser to an exchange-traded fund, distinguishing itself with its operational roles in pooled investment vehicles.
Peter W
Series 66
Fort Lauderdale, FL
Route 20 Private Wealth Inc.
Peter Weitz is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Route 20 Private Wealth Inc., where he has worked since 2024. Prior to this, he held roles at Weitz Financial Group, Fortitude Advisory Group, and several other firms. Outside of advisory work, Mr. Weitz is involved in a wine import business, J Street Imports, which distributes European wines in the U.S. Route 20 Private Wealth Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages portfolios using a range of strategies informed by fundamental and technical analysis, serves as subadviser to an exchange-traded fund, and acts as general partner of a private equity partnership.
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