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DESTINY WEALTH PARTNERS, LLC
CRD 171346 · SEC 801-79789
2100 LAKE EUSTIS DR., TAVARES, FL, 32778, United States
Phone
352.343.2700
Fax
352.742.2607
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$947.3M
Discretionary AUM
$878.8M
Team
26 total employees; 11 advisory reps; 28 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; FLAT FEE
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 701 | $238.7M |
| High net worth individuals | 238 | $707.7M |
States served
AZ, CA, GA, KY, LA, MD, MI, NE, NV, NY, NC, OH, PA, SC, TN, UT, VA, MO, TX, NH, HI, FL
All web addresses on file
- https://destinyprivatetrust.com
- https://linktr.ee/tomruggie
- https://www.linkedin.com/company/ruggie-wealth-management/
- https://x.com/TomRuggie
- HTTPS://WWW.DESTINYWEALTH.COM
- https://www.facebook.com/profile.php?id=61556805124563
- https://significance-of-wealth.simplecast.com/
- HTTPS://WWW.DESTINYWEALTHPARTNERS.COM
- https://www.jorgearomero.com/
- https://www.linkedin.com/in/jromerocfp/
- https://www.linkedin.com/in/tomruggie/
- https://www.linkedin.com/in/rob-clark-cfp/
- https://www.linkedin.com/in/morgan-matfield-dwp
- https://www.instagram.com/ruggiewealth/
- https://www.nicholswealth.com
- https://www.facebook.com/nicholswealthpartners
- https://www.linkedin.com/in/chris-nichols-48015b44
- HTTPS://WWW.RUGGIEWEALTH.COM
- https://www.facebook.com/RuggieWealth
- HTTPS://WWW.FACEBOOK.COM/EDGE401KFUNDS
Official SEC filing: View on IAPD