DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

ROUTE 20 PRIVATE WEALTH INC.

CRD 332581

FORT LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc3abcd-dbc9-7415-1108-acf4a2b6acb0

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 2
Observed: Jul 25, 2024 to Mar 31, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Route 20 Private Wealth Inc.

Private equity manager · shared crd

Independent Sponsorsidentity

Route 20 Private Wealth Inc.

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.06 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $83.5MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $83.5M
Private client RAUM: $78.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $41.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 180
Individual clients: 73
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $5.3M
SEC number: 801-130981
CRD: 332581
Filings on the tape: 10
First filed: Jul 25, 2024
Latest filed: Mar 31, 2026
Organised: Corporation, DE
Website: route20wealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER ERIC WEITZ	n/a	FORT LAUDERDALE, FL	2	22	9	no
MICHELLE CARI BLOUIN	n/a	FORT LAUDERDALE, FL	1	23	4	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIP	Private Equity Fund	$5.3M	Nov 15, 2024	37	Nov 15, 2024	reported	021-354053

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Molloy, Jay, C	CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY	Na	yes	07/2024	Jul 25, 2024	Nov 15, 2024
WARLICK, ERIC, DANIEL	PRESIDENT AND DIRECTOR	C	yes	11/2024	Nov 15, 2024	Nov 15, 2024
WEITZ, PETER, ERIC	CEO AND CHAIRMAN	C	yes	07/2024	Jul 25, 2024	Nov 15, 2024
wolfe, lawrence	Treasurer	Na	no	11/2024	Nov 15, 2024	Nov 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$83.5M	$83.5M	6	4	1	1	n/a
2024	Mar 25, 2025	$54.6M	$54.6M	6	4	1	1	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$83.5M	$54.6M	53.0%	n/a	n/a	6	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AXXCESS WEALTH MANAGEMENT, LLC	2	Dec 2, 2024	Dec 12, 2024	CARLSBAD, CA	Team lift out	Other	4.9%

Relationships

Registered with (2)

← MICHELLE CARI BLOUINAdvisorregistration: previous registration
Dec 12, 2024 to Dec 31, 2025factForm ADV
← PETER ERIC WEITZAdvisorregistration: previous registration
Sep 9, 2024 to Dec 31, 2025factForm ADV

Advises (1)

→ ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIPPrivate fundPrivate Equity Fund, IA
Nov 15, 2024 to presentfactForm ADV

Moved with (1)

← AXXCESS WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 2, 2024 to Dec 12, 2024factForm ADV

Controls (3)

← WARLICK, ERIC, DANIELOwnerPRESIDENT AND DIRECTOR, ownership code C, individual
Nov 15, 2024 to Nov 15, 2024factForm ADV
← WEITZ, PETER, ERICOwnerCEO AND CHAIRMAN, ownership code C, individual
Jul 25, 2024 to Nov 15, 2024factForm ADV
← Molloy, Jay, COwnerCHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY, ownership code NA, individual
Jul 25, 2024 to Nov 15, 2024factForm ADV

Owns (1)

← wolfe, lawrenceOwnerTREASURER, ownership code NA, individual
Nov 15, 2024 to Nov 15, 2024factForm ADV

Dated events

Occurred
Dec 2, 2024
Team lift-out
2 advisors left Axxcess Wealth Management, LLC (Carlsbad, CA) for Route 20 Private Wealth Inc. on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Nov 15, 2024
Control person joined
Daniel Eric Warlick (President And Director) appeared on Schedule A of Route 20 Private Wealth Inc.
Form ADVobserved 3 days ago
Occurred
Jul 25, 2024
First Form ADV filing
Route 20 Private Wealth Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3bc3abcd-dbc9-7415-1108-acf4a2b6acb0
First observed: Jul 25, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROUTE 20 PRIVATE WEALTH INC.

CRD 332581

FORT LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc3abcd-dbc9-7415-1108-acf4a2b6acb0

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER ERIC WEITZ

n/a

FORT LAUDERDALE, FL

MICHELLE CARI BLOUIN

n/a

FORT LAUDERDALE, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ESSEX STREET EQUITY OPPORTUNITIES, LIMITED PARTNERSHIP

Private Equity Fund

$5.3M

Nov 15, 2024

reported

021-354053

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Molloy, Jay, C

CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY

yes

07/2024

Jul 25, 2024

Nov 15, 2024

WARLICK, ERIC, DANIEL

PRESIDENT AND DIRECTOR

yes

11/2024

Nov 15, 2024

WEITZ, PETER, ERIC

CEO AND CHAIRMAN

yes

07/2024

Jul 25, 2024

Nov 15, 2024

wolfe, lawrence

Treasurer

11/2024

Nov 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$83.5M

n/a

2024

Mar 25, 2025

$54.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$83.5M

$54.6M

53.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AXXCESS WEALTH MANAGEMENT, LLC

Dec 2, 2024

Dec 12, 2024

CARLSBAD, CA

Team lift out

Other

4.9%