SEC CRD #801-130981
Route 20 Private Wealth is a boutique wealth management and advisory firm that serves high-net-worth clients and independent advisors, providing institutional-grade financial planning, investment structuring, and fiduciary guidance with a personalized approach.
JAY MOLLOY
CHIEF COMPLIANCE OFFICER
๐ (954) 712-7490
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AUM
$55M
Location
FORT LAUDERDALE, FL
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