Destiny Wealth Partners, LLC
● SEC registered since 2014CRD 171346SEC# 801-79789Tavares, FL
Reg. AUM
$947.3M
Employees
26
Accounts
2,949
Location
Tavares, FL
Destiny Wealth Partners, LLC assets under management
Destiny Wealth Partners, LLC operates as an SEC-registered investment adviser based in Tavares, FL. The firm has been registered since 2014. It reports $947.3 million in regulatory assets under management and employs 26 people.
Destiny Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey Marie Mancuso Control | Managing Partner | Under 5% | 2023 |
| Panormos Capital Group, Inc. Control | Owner | Over 75% | 2021 |
| Robert Liddell Clark Control | Trustee Of The Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended | Under 5% | 2014 |
| Thomas Huey Ruggie Control | Managing Member/Chief Compliance Officer | Under 5% | 2014 |
| Thomas Huey Ruggie Control | Trustee Of The Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, As Amended | Under 5% | 2019 |
| Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended Control | Owner | — | 2021 |
| Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, As Amended Control | Owner | Over 75% | 2021 |
Frequently asked questions
How much does Destiny Wealth Partners, LLC manage?
Destiny Wealth Partners, LLC reports $947.3 million in regulatory assets under management on its Form ADV.
How many employees does Destiny Wealth Partners, LLC have?
Destiny Wealth Partners, LLC reports 26 employees.
Where is Destiny Wealth Partners, LLC located?
Destiny Wealth Partners, LLC is based in Tavares, FL and has been SEC-registered since 2014.
Does Destiny Wealth Partners, LLC disclose fund performance?
Destiny Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 Lake Eustis Dr., Tavares, FL 32778 |
| Phone | 352.343.2700 |
| Fax | 352.742.2607 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1844369 |
| Discloses disciplinary history | No |
Regulatory AUM
$947.3M▼ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$947.3Mregulatory AUM
Discretionary $878.8MNon-discretionary $68.5M