DESTINY WEALTH PARTNERS, LLC

TAVARES, FL

352.343.2700

SEC #801-79789

Total AUM

$1.5B

Employees

Clients

1,000

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

2100 LAKE EUSTIS DR.
TAVARES
FL 32778
United States

Operating Hours

9:00 A.M.-5:00 P.M.
Monday - Friday

Phone

352.343.2700

Other Offices

Financials

Total AUM

$1.5B

Accounts

3,233

Discretionary

$1.4B

Accounts

3,046

Non-Discretionary

$140.3M

Accounts

187

Clients

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Individual Clients

737

AUM

$250.5M

HNW Individual Clients

262

AUM

$1.2B

Corporation or Business Clients

AUM

$1.1M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based

Other Compensation

FLAT FEE

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 6 business affiliates.

Claimed Affiliates

Reported as an affiliate by 2 other businesses.