RIA Intel›Advisers›Florida›DESTINY WEALTH PARTNERS, LLC

DESTINY WEALTH PARTNERS, LLC

Advisory

N·TAVARES, FL

Data as of Apr 16, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+12.9%

3-Year CAGR

+5.8%

Employees

11

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$140M

Discretionary %90.6%

Total Clients950

Team

Total Employees11

Investment Advisers26

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record40

First FilingMay 15, 2014

Latest FilingApr 16, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DESTINY WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.