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DESTINY FAMILY OFFICE
CRD 338015 · SEC 801-134301
2100 LAKE EUSTIS DR, TAVARES, FL, 32778, United States
Phone
844-357-1120
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$605.1M
Discretionary AUM
$524.8M
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
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 | 34 | $9.4M |
| High net worth individuals | 28 | $580.3M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD