LP Profile

Destiny Wealth Partners

Also known as destiny wealth

Wealth ManagerTavares, United StatesFounded 2012
$948M
Assets Under Management
Tavares
Headquarters
Investment Focus

About Destiny Wealth Partners

Destiny Wealth Partners, LLC is a Registered Investment Adviser in Florida, set up in 2014 by Thomas H. Ruggie. It specializes in wealth management and consulting and gives clients access to alternative, direct and co-investment opportunities.

Preferred Investment Types

Real Estate - GeneralCo-investmentDirect Investing

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & Development
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Destiny Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.5B
Total Clients
3,233
Filing Date
April 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Destiny Wealth Partners?

Destiny Wealth Partners is a wealth manager based in Tavares, United States, managing approximately $948M in assets.

Where is Destiny Wealth Partners headquartered?

Destiny Wealth Partners is headquartered in Tavares, United States.

How much does Destiny Wealth Partners manage?

Destiny Wealth Partners manages approximately $948M in assets under management.

When was Destiny Wealth Partners founded?

Destiny Wealth Partners was founded in 2012.

What does Destiny Wealth Partners invest in?

Destiny Wealth Partners focuses on Real Estate - General, Co-investment, Direct Investing, Real Estate, Residential Property Acquisition & Development.

How can I contact Destiny Wealth Partners?

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