DESTINY WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.5B

Discretionary

$1.4B

91% of AUM

Avg account

$463K

Accounts

3,233

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., FIRST TRUST PORTFOLIOS L.P., GOLDMAN SACHS & CO. LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI83.18%
Individuals16.75%
Corporations / Businesses0.07%
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 organized as an LLC and SEC-registered since 2014. The firm focuses on individual and family clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and manager selection services. Its fee menu is broad — percentage of AUM, hourly, fixed-fee arrangements and performance-based fees are all used. Destiny does not characterize itself as an active ESG investor and lists affiliations that include other investment advisers and a law firm. The firm has been recognized in industry rankings, appearing in FA Magazine’s Top RIA Firms list in 2020 and in Forbes’ America's Top RIA Firms lists for 2023 and 2024.