Destiny Wealth Partners, LLC

RIASEC RegisteredEst. 2014

Total AUM

$947M

Discretionary

$879M

93% of AUM

Avg account

$321K

Accounts

2,949

Employees

Advisory reps

Firm details

Headquarters: Tavares, Florida
CRD number: 171346
Registered since: May 28, 2014
Website: www.destinywealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, FIRST TRUST PORTFOLIOS L.P.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI74.71%
Individuals25.2%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Destiny Wealth Partners, LLC is an independent registered investment adviser formed in 2014 that serves individuals and families. The firm operates as a limited liability company and describes itself as a capital allocator that uses both in-house portfolio management and the selection of third‑party advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and adviser selection. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly, fixed, performance‑based and other fee models. Destiny does not market itself as an ESG investor. Industry recognition has included placement on lists such as FA Magazine’s Top RIA Firms in 2020 and Forbes’ America’s Top RIA Firms in 2023 and 2024. The firm also lists an affiliation with a law firm among its industry connections.