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 that describes itself as a capital allocator for individual and family clients. The firm is SEC-registered (2025) and combines traditional financial planning and portfolio management with the selection and oversight of outside managers. Its advisory menu includes financial planning, discretionary and non-discretionary portfolio management for individuals and pooled investment vehicles, and the selection of other advisers. Fee arrangements include AUM-based charges and hourly billing. Destiny is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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