Destiny Family Office
Firm details
- Headquarters
- Tavares, Florida
- CRD number
- 338015
- Registered since
- September 19, 2025
- Custodians
- GOLDMAN SACHS & CO. LLC, FIRST TRUST PORTFOLIOS L.P., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.91%
- Corporations / Businesses2.53%
- Individuals1.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Destiny Family Office is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and identifies as a capital allocator serving individual and family clients. Its fee model combines asset-based fees and hourly charges. Advisory services listed on its filing include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds33%
- Other31%
- Exchange Traded Equities21%
- Private Funds7%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2
Eliza Kwentus
Chief Compliance OfficerCRD 6399456
Thomas Ruggie
Founder & CEOCRD 2193305
Contacts
3 of 6
Audrey Mancuso
Managing PartnerCRD 5324890
Robert Clark
Managing Partner and PresidentCRD 4191125
Jeremiah Wassmer
Associate Wealth AdvisorCRD 6651904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tavares, FL
Lake
Location
Tavares, FL
Headquartered in Tavares, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Lake
- Address
- 2100 Lake Eustis Dr
- Time zone
- ET (UTC-5)
- Office locations
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