SEC Form ADV · CIK 1844369

DESTINY WEALTH PARTNERS, LLC

Firm profile: Destiny Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$947.3M
Assets Under Management
28
Total Clients
26
Employees
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Registration Details

CIK
1844369
Accession
crd-171346
Location
TAVARES, FL
Filing Date
June 19, 2026
AUM
$947.3M
Total Clients
28
Employees
26
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

DESTINY WEALTH PARTNERS, LLC is a registered investment adviser headquartered in TAVARES, FL, managing approximately $947.3M in assets across 28 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.