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 SEC-registered investment adviser organized as an LLC. The firm serves individual and family clients and describes itself as a capital allocator, charging clients based on a percentage of assets under management and on an hourly basis. Its advisory scope, as disclosed, covers financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Ronald Hopper
Associate Wealth AdvisorCRD 7727805
Jorge Romero
Managing PartnerCRD 5420761
Audrey Mancuso
Managing PartnerCRD 5324890
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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