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DESTINY WEALTH PARTNERS, LLC
CRD 171346File 801-79789
APPROVED
Retail clients
Custody
Filing as of Jun 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$947.3M
Above cohort median (national)
Discretionary AUM
$878.8M
Non-discretionary $68.5M
Clients
939
2,949 accounts
Employees
26
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 28, 2014
- Principal office
- 2100 LAKE EUSTIS DR., TAVARES, FL, 32778
- Phone
- 352.343.2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $947.3M
- Discretionary AUM
- $878.8M
- Non-discretionary AUM
- $68.5M
- Discretionary accounts
- 2,816
- Non-discretionary accounts
- 133
- Total accounts
- 2,949
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $824K |
| High net worth individuals | 238 | $707.7M |
| Individuals (other than high net worth individuals) | 701 | $238.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FLAT FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.