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 that began SEC registration in 2014 and operates as a capital allocator for individual and family clients. The firm offers a mix of financial planning and discretionary portfolio management, and also manages pooled investment vehicles and provides pension consulting and manager selection services. Its fee schedule is flexible—covering percentage-of-AUM, hourly, fixed, and performance-based arrangements—reflecting work with both retail and institutional-style vehicles. Destiny Wealth Partners does not identify as an active ESG investor. The firm has been recognized in industry lists, including appearances on FA Magazine’s Top RIA Firms (2020) and Forbes’ America’s/Top RIA Firms lists (2023 and 2024).