Destiny Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tavares, FL. Its latest Form ADV filing, dated April 21, 2026, reports $1.5B in regulatory assets under management, 26 employees, 4 offices, and 3,233 accounts.
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
737
2
HNWI
26.2%
262
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 21, 2026
Discretionary90.6%
$1.4B
91% of total RAUM90.6%
Non-discretionary9.4%
$140M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts3,233
10Y AUM Change+$1.5B (+4059.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee38:1
10Y Employee Change+20 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.