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Trustee of the Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, AS Amended · Destiny Wealth Partners, LLC

Thomas H. Ruggie

CRD 2193305 · 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 Thomas H. Ruggie on its Form ADV as Trustee of the Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, AS Amended, a control person. The SEC filings also name Thomas at 1 other registered adviser.

Firms and roles

  • Destiny Wealth Partners, LLCTrustee of the Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, AS AmendedWealth manager · Tavares, FL · $947M in regulatory assets
  • Destiny Family OfficeManaging Member/chief Compliance OfficerWealth manager · Tavares, FL · $605M in regulatory assets

AtlasMembers

Thomas’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
2 firmsLocked
When each role began
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Each firm’s assets and growth
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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

  • Robert L. ClarkTrustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, AS Amended, Destiny Wealth Partners, LLC
  • Audrey M. MancusoManaging Partner, 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 Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.