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Managing Partner · Destiny Wealth Partners, LLC

Audrey M. Mancuso

CRD 5324890 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Destiny Wealth Partners, LLC, an SEC-registered wealth manager based in Tavares, FL with $947 million in regulatory assets, lists Audrey M. Mancuso on its Form ADV as Managing Partner, a control person. The SEC filings also name Audrey at 1 other registered adviser.

Firms and roles

AtlasMembers

Audrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas H. RuggieTrustee of the Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, AS Amended, Destiny Wealth Partners, LLC
  • Robert L. ClarkTrustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, AS Amended, Destiny Wealth Partners, LLC
  • Jorge A RomeroMember, Destiny Family Office

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Audrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.