Wealth manager, wrap-program sponsor · Tavares, FL
Destiny Wealth Partners, LLC
SEC-registered investment adviser · CRD 171346 · SEC 801-79789
At a glance
Destiny Wealth Partners, LLC is an SEC-registered investment adviser based in Tavares, Florida, with $947 million in regulatory assets under management as of its Form ADV filed June 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 939 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,615th of 8,915 wealth managers and 5,534th of 17,210 SEC-registered advisers by assets.
Main office 352-343-2700destinywealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $947M
- Rank among wealth managers
- #1,615 of 8,915
- Rank among all SEC RIAs
- #5,534 of 17,210
- Rank in Florida
- #278 of 1,090
- Individual clients
- 939
- High-net-worth clients
- 238
- Accounts
- 2,949
- Discretionary
- 93% of AUM
- Employees
- 26
- Advisory staff
- 11
- Offices
- 5
Owners and executives on its Form ADV
- Thomas H. RuggieTrustee of the Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, AS Amended
- Robert L. ClarkTrustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, AS Amended
- Thomas H. RuggieManaging Member/chief Compliance Officer
- Audrey M. MancusoManaging Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 238 | $708M | 75% |
| Individuals | 701 | $239M | 25% |
| Corporations or other businesses | – | $1M | <1% |
Disciplinary disclosures
Destiny Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗destinywealth.com ↗
AtlasMembers
The full record on Destiny Wealth Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,670 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
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Background
Questions
How much does Destiny Wealth Partners, LLC manage?
Destiny Wealth Partners, LLC reports $947 million in regulatory assets under management across 2,949 accounts, 93% of it on a discretionary basis, on its Form ADV filed June 19, 2026.
What kind of firm is Destiny Wealth Partners, LLC?
Destiny Wealth Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Destiny Wealth Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($708 million, 238 clients); individuals ($239 million, 701 clients); corporations or other businesses ($823,939).
Does Destiny Wealth Partners, LLC have any disciplinary history?
Destiny Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Destiny Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →